How do I send a work order to customer?

Updated on July 15, 2017 12:39AM by Admin

A work order is a task for a customer that is assigned to one of the members of your team. The work order could be a request from a customer or an order created within your team or organization.

Work Orders App allows you to have an overview of the created WO. You can send a work order using "Send" option which will be provided in the overview page.

Lets go through the steps.

Steps to Send Work Order to Customer

  1. Log in and access Work Orders App from your universal navigation menu bar.
  2. Click on “By Queue” and select “My Work Orders” from the left navigation panel. 
    my work order under by queue
  3. The My Work Orders dashboard will be displayed. Click on "More Details(...)" icon of the work order to be sent.
    choose preferred work order
  4. You can view "Overview" page of the work order, as shown in the image below:
    click on send button
  5. Click on “Send” button to proceed.
  6. You can view “Send Email” page, as shown in the image below:
    send work order
  7. Click on “Send” button to complete.

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