How do I Customize Conversion in Work Orders App?

Updated on January 11, 2017 10:59pm by Admin

Work Orders App allows you to convert your work orders to Invoices using the conversion feature.

convert drop down
This Conversion can be restricted, by customizing this in the Settings.

Steps to Customize Conversion in Work Orders App

  1. Log in and access Work Orders App from universal navigation menu bar.
  2. Click on “More(...)” icon and select “Settings” located in the app header bar.
    work orders settings
  3. Select “Conversion” under “Work Orders” drop down present in the left navigation panel.
    select conversion under work orders
  4. The Conversion dashboard will be displayed as shown:
    conversion toggled on
  5. By default, the conversion will be Toggled ON.
  6. Now to stop converting a work order to an invoice, slide the Toggle OFF.
    toggle off conversion
  7. The changes made will be auto-saved.
  8. Thus, in the Work Orders overview page, you’ll not be able to view the “Convert” drop down.
    no convert drop down

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