Create a new Service Workorder

A new service workorder can be created by many different ways:

1. Viewing any of the Service navigation pane grids (except for the Service Templates grid), select the New... button.

This will bring up the client and template selection window for the service workorder you want to create

The template selected by default will depend on your Global Settings, User settings or the selected Client entry screen settings.

See also:

Global Settings

Users

Clients

2. Generate a service workorder from a quote.

See also:

How do I generate a service workorder from a quote?

3. Generate a service workorder from a preventive maintenance.

See also:

How do I manually generate a service workorder from a preventive maintenance?

How do I automatically generate a service workorder from a preventive maintenance?

4. Right click on the client's name in any grid and select Workorder

The client selection will display with that client pre-selected.

The Service template pre-selected will be based on whether you have a template set in Global Settings, whether you have a specific template selected for that client, or whether the user logged in as a template selected. And of course you can select to use no template

5. Right click on a unit's serial number in any grid and select Workorder

The client selection will display with the client that "owns" that unit pre-selected, and the Service template pre-selected will be based on whether you have a template set in Global Settings, whether you have a specific template selected for that client, or whether the user logged in as a template selected. And of course you can select to use no template

6. Use the Accelerator Key combination ALT-w to bring up the client and template selection window for the service workorder you want to create.

See also:

Accelerator Keys

7. Create a new workorder via the Schedule screen

See also:

How do I schedule a user for new workorder item via the Schedule Screen?

New Service Workorder via the Schedule screen

8. Generate a new service workorder from a customer service request.

See also:

Accepting a Customer Service Request to a new service workorder