How do I send a work order to customer?

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. 
   
3. The My Work Orders dashboard will be displayed. Click on "More Details(...)" icon of the work order to be sent.
   
4. You can view "Overview" page of the work order, as shown in the image below:
   
5. Click on “Send” button to proceed.
   
6. You can view “Send Email” page, as shown in the image below:
   
7. Click on “Send” button to complete.

Related Links

• Case into work order
• Convert work order into an invoice
• Convert estimates to a work order