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How to add Trades to an existing Work Order?

1. Click "Operations"

2. Click "Work Orders"

3. Click on the "Filter" icon

4. Click "WorkOrder" to expand the work order filter

Enter the "Work Order Number"

Click "Run Filters"

Please make sure to "Clear: your filters before a new search

5. Click on the "Filter" icon again to close out the filter

6. Click on the "Work Order#"

7. Click on the "Pencil" icon in the "Work Order Details" page

8. Add "Select Trade"

Add "Select Services For selected Trade"

You can click on the "x" sign to remove an existing "Trade"

Recheck/edit "Priority" and "Description"

9. Click "CONTINUE"

10. You will see the added "Trade" on the Work Order details page