This guide covers all the necessary fields and options to fill out, including selecting a priority, adding notes, and choosing a vendor.
1. Click "Operations"
2. Click "Work Orders"
3. Click "+Work Order"
4. Click "Site Name" to filter by 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 the "Select Task For Service" field. This field is not mandatory.
Note: If the company setting is turned on to automatically add Tasks, it'll automatically add Tasks after you select a Service.
7. Select a Priority
8. Scroll down and click this Continue button.
9. The trade will automatically be selected as it synced with the previous Page.
10. Edit/re-check WO notes
11. Click the radio button "Vendor" to dispatch the Trip to a Vendor and select a Vendor from the list
12. Click "ON" to dispatch the Trip to your Vendor
13. Uncheck box Don't dispatch this WO right now. This will automatically dispatch the Trip on Tech's mobile
14. Step 11 Click CONTINUE
The Work Order will be created and you will see a success modal pop-up
