There are many ways to quickly create a new workorder for a client:
| 1. | Use the New... menu option on the Service Workorders grid |
| 2. | Use the Client Finder to quickly list the client for selection |
| 3. | Right-click on the client's name on any grid |
| 4. | Use the Search Database to quickly find the client and right-click on it |
| 1. | Use the New... menu option on the Service Workorders grid |
| • | In the Service navigation pane grids, select the  menu option to bring up the client selection window |
| • | The client selection window will display |
| • | Drop down and select the client from the selection list and create the new workorder by selecting the green OK checkmark. |
| 2. | Use the Client Finder to quickly list the client based on search results |
For example:
| • | You want to create a new service workorder for a client but only received their personal name, not the company's name |
| • | In the Service navigation pane grids, select the menu option to bring up the client selection window |
| • | Enter in text into the Client Finder field and select the find button. This text that you enter could be text entered in a previous workorder for this client, text in the client's entry screen, text in a unit entry screen owned by this client, etc. |
| • | Clients will now be listed in the selection list that have this text entered in one of their related objects |
| • | Select the client and create the new workorder |
See also: Client Finder
| 3. | Right-click on the client's name on any grid |
For example:
| • | You are presently viewing the Service Workorders grid. |
| • | You want to quickly create a new workorder for the client Beans By Bob |
| • | Just right-click on the client's name, and select Workorder. |
| • | The client selection window for a new service workorder will appear with that client already selected. Select a template for the workorder if desired, and click on the green OK checkmark to open up a new service workorder entry screen for this client. |
| 4. | Use the Search Database to quickly find the client and right-click on it |
For example:
| • | You want to quickly create a new service workorder for the client that has Accounting in its name |
| • | Search for the text accounting in the Search Database section |
| • | Just right-click on the Source for the client you want, and select Workorder. |
| • | The client selection window will appear with that client already selected for you. Select a template if desired and the green OK checkmark to open up a new workorder with that unit already selected. |