The work order can be sent separately once the job is completed without generating the invoice. This is especially useful if your invoicing is done in the office or you have a dedicated personnel/team who is in charge of the invoicing rather than being done in the field.
Learn more about how to set up this permission-based feature: Setup - Send work order before invoice
How to send the work order
Once the job is completed, you can then proceed to send the work order.
1. Click on the Actions button at the top-right corner of the page and select the option Preview & send work order.
2. By default, the date of visit will show the original date for when the job was scheduled. You can change the date of the visit by selecting another date from the calendar picker. You can also add a CC email by typing the email address on the field and pressing enter.
3. Configure the work order by toggling the 'Configure' option. Check the settings you wish to apply to the work order. Click on the 'Preview' button to preview the email or The work order can be sent separately once the job is completed without generating the invoice. This is especially useful if your invoicing is done in the office or you have a dedicated personnel/team who is in charge of the invoicing rather than being done in the field.
Learn more about how to set up this permission-based feature: Setup - Send work order before invoice
How to send the work order
Once the job is completed, you can then proceed to send the work order.
1. Click on the Actions button at the top-right corner of the page and select the option Preview & send work order.
2. By default, the date of visit will show the original date for when the job was scheduled. You can change the date of the visit by selecting another date from the calendar picker. You can also add a CC email by typing the email address on the field and pressing enter.
3. Configure the work order by toggling the 'Configure' option. Check the settings you wish to apply to the work order. Click on the 'Preview' button to preview the email or work order PDF.
3. After reviewing the work order email and PDF, you can either click on Send or mark it as sent.
Mark as sent will generate the job sheet attachment but will not be sent to the customer. The Send option will send the work order email and work order PDF.
Calendar View
Once you send the work order, the job will have the work order sent indicator in the calendar view and the job color will change to the following color:
The color helper will allow you to easily identify the job's status.
Open, Work in Progress, Unscheduled
Job Done, Complete
Job sheet sent
Marked as invoiced
Invoice paid, Invoice sent
To check if the work order has been sent successfully, navigate to Operations → Notifications → Sent Emails.
PDF.
3. After reviewing the work order email and PDF, you can either click on Send or mark it as sent.
Mark as sent will generate the work order attachment but will not be sent to the customer. The Send option will send the work order email and work order PDF.
Calendar View
Once you send the work order, the job will have the work order sent indicator in the calendar view and the job color will change to the following color:
The color helper will allow you to easily identify the job's status.
Open, Work in Progress, Unscheduled
Job Done, Complete
Work Order sent
Marked as invoiced
Invoice paid, Invoice sent
To check if the Work order has been sent successfully, navigate to Operations → Notifications → Sent Emails.
