Time to complete: 10 minutes
Don't want to read? This video will show how to create a work order.
Creating a work order is very similar to creating an estimate. First, login 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 estimate information. Once you have filled out the form, click Save.
At the top of the form, you will have the option of making this a recurring work order by selecting Repeat this work order. Here, you can select whether this is a one time job, or to repeat the job daily, weekly, monthly, or custom.
The remaining sections are as follows:
Customer. Choose the customer. Once you start typing the customer name, the rest will autofill.
Location. Select the worksite location.
Contact. Select the contact associated with this customer
Third Party Bill Payer. Choose the third party payer, if applicable
Marketing Campaign. Select the marketing campaign, if applicable
Work Order Information
Short Description. Include a description of the job.
Status. Choose the status to Assign in order for it to appear on the mobile device of the team assigned to.
Assigned To. Enter the team you have assigned this job to. Recall that you can only assign jobs to teams, not personnel.
Confirmation Status. Add a confirmation status of the job, if applicable.
Work Order Date. Select the date of the work order, or click Today if the date is today which will automatically enter todays date.
Scheduled Time. Select the time of the job.
Estimated Duration. Choose how long you think the job will take to complete
Arrival Window. Choose the time of arrival window.
Notes. Add any notes in the notes, private, or invoice section
Choose Template. You can select from templates to fill it in the notes.
Reminder. Choose a reminder that will send you a notification to your phone for how ever long before a job you select.
Click Save for the Work Order to be generated and saved.
How to add products and services to this work order
To add products, services, and bundles to your work order, go the work order you have created, which you 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.