How to Create and Dispatch a Work Order
This guide provides step-by-step instructions on how to create a work order using UtilizeCore. It covers all the necessary fields and options to fill out, including selecting a priority, adding notes, and choosing a vendor. Following this guide will ensure that your work order is created accurately and efficiently.
1. Click "Operations"
2. Click "Work Orders"
3. Click "+Work Order"
4. Click "Site Name"
5. Click "Select Trade" Please note that you must fill the fields that has an asterisk (* - is a star-shaped symbol) sign.
6. Click "Select Task For Service" field. This field is not mandatory.
7. Select a Priority
8. Click this Continue button.
9. The trade will automatically be selected as its synced with the previous Page.
10. Edit/re-check WO notes
11. Click "Select Vendor"
12. Click "ON"
13. Uncheck box Don't dispatch this WO right now
14. Step 11 Click CONTINUE
The Work Order will be created.