Feature Details > Service Workorders > Create a new Service Workorder

Create a new Service Workorder

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Create a new Service Workorder

A new service workorder can be created nine different ways:

 

1.Create new workorder via the Dashboard

2.Use the Accelerator Key combination

3.Select the New... menu option in any of the Service navigation pane grids

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

5.Right-click on the unit's name in any grid and select Workorder

6.Generate a service workorder from a quote

7.Generate a service workorder from a preventive maintenance

8.Create a new workorder via the Schedule screen

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

 

 

1.Create new workorder via the Dashboard

 

a. From the Dashboard, select the menu option to create a new workorder

 

DashboardNewWO1

 

b. The client selection window will appear. Select an existing client, create a new client if not yet entered, or use one of the methods already covered above to find the client for selection

 

ClientFinder1

 

2.From any main grid, press the Accelerator Key combination ALT-w using your keyboard which will bring up the client and service template selection window.

 

NewWO1

 

Select the client (and template if desired). Select OK1 and a new service workorder entry screen for this client will open

 

See also for more details:

Accelerator Keys

 

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

 

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

 

NewWOgrid

 

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

NewWO1

 

 

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

 

NewWOrightclick

 

This will bring up the client and service template selection window with the client pre-selected.

NewWO2

Select a service template if desired and click on the OK1 OK button and the service workorder entry screen will open.

 

 

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

 

PMgridnew3

 

This will bring up the client and service template selection window with the client that "owns" this unit pre-selected.

NewWO2

Select a service template if desired and click on the OK1 OK button and the service workorder entry screen will open.

 

 

 

6. Generate a service workorder from a quote

 

See also:

How do I generate a service workorder from a quote?

 

 

7. 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?

 

 

8. 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

 

 

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

 

See also:

Accepting a Customer Service Request to a new service workorder