Tips & Tricks > Creating new workorder for client

Creating new workorder for client

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Creating new workorder for client

 

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

5.Select to create new workorder via Dashboard

 

 

1.Use the New... menu option on the Service Workorders grid

 

In the Service navigation pane grids, select the New1 menu option to bring up the client selection window

New2

 

The client selection window will display

NewWO1

 

Drop down and select the client from the selection list and create the new workorder by selecting the green OK checkmark.

NewWO2

 

 

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 New1 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.

ClientFinder1

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.

NewWOrightclick

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

Search1

 

Just right-click on the Source for the client you want, and select Workorder.

Search2

 

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.

NewWO2

 

 

 

5. Select to create new workorder via 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