Create a Work Order

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This article explains how to create a work order, set a repeating schedule, and duplicate an existing work order.

Create a New Work Order

Web

1. From the sidebar, select Work Orders.
2. Select + New Work Order.
3. Enter a title for the work order in the What needs to be done? field.
4. In the work order details, fill in the other fields that you need, as described in Work Order Form Fields.
5. Select Create to save the new work order and add it to the queue.

Other ways to create a work order

You can create work orders on the fly for entities like assets, parts, etc. In the entity details, do any of the following:

• Select Use in New Work Order.
• Select (more options) menu in the entity details then Use in New Work Order

Mobile

1. Do one of the following:

   • From the Overview screen, select + Create then Work Order , or
   • From the bottom navigation bar, select Work Orders.
     • Select + New Work Order.

2. Enter a title for the work order in the What needs to be done? field.

3. In the work order details, fill in the other fields that you need, as described in Work Order Form Fields.

4. Select Create to save the new work order and add it to the queue.

Other ways to create a work order

You can create work orders on the fly for entities like assets, parts, etc. In the entity details, do any of the following:

• Select Use in New Work Order.
• Select (more options) menu in the entity details then Use in New Work Order.

Duplicate a Work Order

Web

1. From the sidebar, select Work Orders.
2. Locate the work order you want to duplicate, and select it to view its details.
3. In the work order details, select (more options).
4. Select Copy to New Work Order.
5. Update the work order information as needed.
6. Select Create to save the work order and add it to the queue.

Mobile

1. From the bottom navigation bar, select Work Orders.
2. Locate the work order you want to duplicate, and select it to view its details.
3. In the work order details, select (more options).
4. Select Copy to New Work Order.
5. Update the work order information as needed.
6. Select Create to save the work order and add it to the queue.