Creating a work order is very similar to creating an estimate. First, log in to the ServiceBridge web version, scroll to the Universal Add Button, and select Work Order.
A form will appear that asks you to enter the work order information. Once you have filled out the form, click Save.
At the top of the form, you can make this a recurring work order by selecting Repeat this work order. The remaining sections are:
The remaining sections are as follows:
Section | Description |
Customer Information | Customer, Location, Contact, Third Party Bill Payer (if applicable), Marketing Campaign, Pricing Group, and Default Asset — most of which auto-fill from the customer record. |
Work Order Information | Short Description, Status (set to Assign so it appears on the assigned team’s mobile device), Assigned To (teams only), and Confirmation Status. |
Products and Services | Click + Add new Product or Service to add items from your catalog, or + Create new Product or Service to make a new one.
Add a To-do List (assign tasks to your technician)
Job To-dos let you tell the technician exactly what to do — and record it on the job.
On the Work Order, use the To-do List section under Products & Services:
To require To-dos before a job can be finished, enable the setting in Company Settings → Preferences → Workflow Preferences. Learn more in How to use Job To-dos. |
Schedule, Notes & Reminder | Set the Work Order Date, Scheduled Time, Estimated Duration, and Planned Arrival Window; add Notes; and set a Reminder. Click Save to generate the Work Order.
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Adding Products and Services After Creation
To add products, services, and bundles to your work order, go to the work order you have created, which you can find via the search icon or by clicking on work orders on the left side of the home screen; select Products, Services, Bundles; and click Edit.
A form will appear that allows you to add the products, services, and bundles you wish to this work order. Click Add New, and a drop-down box will appear for you to add additional items. Search by name or click on the items to add.
