This article looks at adding
This article is linked to understanding workorders
Step 1 – Create details of the workorder
This can be done from
Tick appropriate boxes and continue
Step 2 – Add contractors
This will now send the jobs to your contractors
Only available on Professional & Enterprise
This is useful if you have a requirement to lay in workorders in advance e.g annual boiler check. They will appear on your agenda but once created on the future day your contractor will be notified in line with the automated events.
Go to Workorders>Add Workorder>Tick (This is recurring workorder)>Select Frequency(Repeats drop-down)>Save
*Ensure if you’re using the same contractor each time please tick the box below
view details of the workorder
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