How do I create a Work Order? (Cleaning Company)

How do I create a Work Order?

Go to Work Orders and choose Create Work Order

1. Select Property from the drop down
2. Select Service Date
3. Click on Make Recurring if you would like the work order to recur on a specific schedule
4. Select Staff from the drop down
5. Add Item from the drop down (Inventory Items are the items that you created in your Setup)
6. Add Description to further explain the work to be done
7. Add Quantity
8. Click the blue Save Work Order button

To add a one-time task you do not have set up as an inventory item, use the ADD NON-INVENTORY ITEMS area to add the relevant information manually.

 Choose the + if any additional items need to be added.

Click the blue Save Work Order button