Create a New Work Order

With our new update, you can create a work order for either a single item, or multiple items at once!

To create a new work order, navigate to Work Orders in the main menu.

Once the page opens, click the + New Work Order button in the top right.

This opens the New Work Order page where you can enter the required information. There are two required fields for starting a work order, 1) the customer and 2) the items in the work order.

Customer Field #

Type the customer’s name and select them from the dropdown. If this is a new customer just using your repair service you can jump to the customer creation screen by clicking the icon next to the customer search field.

Item Being Repaired #

Type an item name or scan an item barcode to populate the item for repair. If the item is not sold in your store, you can quickly add a new item by clicking the icon next to the item search field.

You can add multiple items to the work order. To remove an item, hit the x to the right of the name. 

Click Save to create your work order. 

Once you have created your work order you will see all the additional fields that you can fill out to keep a record of all work order details.

Technician #

This drop-down allows you to assign one of your employees to the work order.

Estimated Repair Date #

Here you can set an estimated time and date for the repairs so that your customer knows when to expect their item. This information will print on the Sales Receipt and Work Order Receipt. Click in the field to select the date and time.

Repair Items #

This is where you can see all the items that are part of the work order. Click the Warranty Repair box to record if the work order is covered by item warranties.

Underneath this section you can modify repair items. To remove an item from the work order hit the red x to the left of the name. To add an additional item, just enter the item name or scan the barcode. You can edit the Quantity and Price of repair items by clicking the blue value. 

You can add an employee name in the Approved by and Assigned to columns by clicking None and selecting a name from the dropdown. This can help you keep track of who is working on a work order!

Estimates #

Here is where you can record the dollar amounts of how much you believe labor and parts may cost you. This will not show on the Work Order Receipt or the Sales receipt, it is solely for your reference and viewing.

Images #

Here you can attach any images of the items in need of repair. Multiple images can be added here, simply drag and drop an image or click to upload.

Files #

Here you can attach files related to your work order.

Notes #

Add any important notes to your work order here. Please note: unless a note is marked as Internal it will print on the Work Order Receipt. No notes will print on the Sales Receipt.

To create a note, write your message in the Detailed Note section. When you’re done, you have the option to select the Location of the items in the work order. Click and select the correct spot from the dropdown.

Important: If you do not want a customer to see the note printed on their Work Order Receipt, you must check the box for Internal Note.

In order to save your notes, you must select a status for the work order. Click New and select the appropriate status. 

Public notes that will print on Work Order Receipts will appear white in the Notes section. Internal notes that will not be printed appear in pink.

Delete notes by clicking the red trashcan icon.

Additional Information #

Here is where custom fields for additional information will appear for your Work Orders.

Work Order Checkbox Groups #

If you have a set of steps or tasks that need to be completed for types of work orders, you may want to add a checklist. You can add an existing checklist by clicking Change Group. 

Select any and all groups that are relevant to your work order.

The selected lists will now appear in the work order.

Activity #

This is a record of everything that’s been done to a work order since it was created.