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In this article, you’ll learn how to manage work orders in your Membroz account.
Steps to manage work orders:
Step-1. In the organization menu, select ‘Work Orders & Services’.
Step-2. Navigate to ‘Work Orders’.
Step-3. Click on ‘Add Work Order’.
Step-4. Enter all the mandatory details & click on the ‘Save‘ button.
Step-5. Select any product & services & click on the ‘Checkout’ button.
Step-6. Select the ‘Payment Method’ & click on ‘PayNow’.
Step-7. The Work Order has been generated.
Step-8. You can also generate work orders in the customer asset list.
Step-9. You can also convert the estimation report into work orders by clicking the ‘Convert to Job’ button in the estimation list.