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How to Create a Work Order

1. Click "Operations"

2. Click "Work Order" button

3. Select a Site

4. Click "Site Name: KinderCare
Client Name: KinderCare Education LLC
Address: 45 Whippany Road, Whippany, NJ 07981, US"

5. Click the "Select Trade" field.

6. Select a Trade

7. Click the "Select Services" field.

8. Select a Trade Service

9. Click Continue.

10. Scroll down on Trips page and Click "Select Vendor"

11. Select a Vendor

12. Check or Uncheck "Vendor has to accept or reject trip". This would allow the vendor to accept a WO prior to being able to check in.

13. We suggest keeping this checked off - "Send work order updates to vendor". This ensures they will receive all WO related correspondence

14. Turn on "Dispatch Trip"

15. Uncheck "Don't dispatch this work order right now?"

16. Click Continue to generate a work order.

17. Click "FINISH"

18. Click on your work order to view the Trip details