Scheduling a Work Order

Accepted jobs are converted into work orders and are sent to the Waiting List, where they can be assigned to a user (usually a specific crew or crew leader) and scheduled a date.

1. Click the Calendar link on the Work Orders tile.

2. Select the user that you wish to assign a job to from the Resources drop-down box. 

3. On the calendar that there is a date column and a time row, and in the intersecting boxes there is a line dividing the top and bottom. Each of these boxes indicates a date and time, and the halves of those boxes indicate half hour intervals of that period. These boxes are what you will use to easily assign work orders. 

4. To assign a Work Order, find the starting date, time, and user that you want to assign the task, then click on the corresponding box. 

5. Click on the check box next to the customer/job that you want to schedule. You can click multiple jobs at once.

6. Click Schedule Selected. This will move the selected work order from the waiting list, and put them on the work order list, under the date/time/crew member that you selected.