How do I Create Work Orders Only for my Services?

Updated on January 11, 2018 04:45AM by Admin

Apptivo's Work Orders app allows the user to customize his settings. Here you can create Work Orders only for your services, by customizing the settings. The following steps will help you customize your settings so you view only your services offered.

Steps to Create a Work Order for Services

  1. Log in and access Work orders app from your universal navigation menu bar. 
  2. Click on "More(...)" icon and select "Settings" located in the app header bar.
    work orders settings
  3. Select "Work Order Lines" under "Work Orders" drop down present in the left navigation panel.
  4. You can enable “Allow users to select the lines they want", while creating a Work order to choose your preferred work order line at the time of creating work orders. 
    enable users to select
  5. Now, select “Display only services” to create work orders with services alone.
  6. When you click on “Create” button from work order home, you can view “Create Work Order” page as shown in the image below:
    work order only for services
  7. Click on “Continue” button to create a work order.
  8. You can view the work order creation page with services as shown in the image below:
    creation page with service

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