Create a new work order

The work order includes the following points:

1. Customer
2. Invoice customer
3. General
4. Description
5. Complete

In the customer section, you can search for existing customers and add them to the order. If the customer does not exist, you can create a new one by clicking on 'customer' in the top right corner.

1. Choose a customer under 'invoice customer' just like in the previous step. This customer will receive the invoice when the order is invoiced.
2. This section generally includes basic order information such as order name and project number. You can also add the date, dispatch method/date, and select which checklists should be associated with the order. Additionally, you can include a message with the order.
3. In this field, you can manually create a task description or use the dictionary for assistance.
4. Finally, in this field, you can choose to schedule the order immediately (which opens the resource planner and moves the task to available for viewing by selected individuals), or you can choose to finish and schedule it later, or exclude it from scheduling.