For the complete documentation index, see llms.txt. This page is also available as Markdown.

Create a work order from an object

Start a new work order from an object card.

Create a work order from an object when the job belongs to known equipment.

This keeps the work linked to the correct object from the start.

1

Open the object

Go to Objects in the left menu.

Open the object you need.

2

Start a new work order

Click Create work order.

3

Check the linked details

Review the object, customer, and address details.

Update them if needed.

4

Complete and save

Fill in the remaining work order fields.

Then click Save.

Frequently asked questions

Is the object linked automatically?

Yes.

That is the main reason to use this route.

Can I change the customer afterward?

Yes.

You can still edit the work order before completion.

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