Create a work order from a customer

Start a new work order from the customer card.

Create a work order from a customer card when the job already belongs to a known customer.

This reduces manual entry because the customer context is already there.

1

Open the customer card

Go to CRM in the left menu.

Open the customer you need.

2

Open Work orders

Select Work orders on the customer card.

3

Start a new work order

Click Create work order.

4

Complete and save

Add the remaining work order details.

Then click Save.

Frequently asked questions

Is the customer filled in automatically?

Yes.

That is the main advantage of this flow.

Can I add a different work address later?

Yes.

You can still update the work order details before completion.

Related topics

• Customers
• Work Orders