Manage Workorder

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Manage Workorder

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’.

work order management

 

Step-3. Click on ‘Add Work Order’.

manage work order list

Step-4. Enter all the mandatory details & click on the ‘Save‘ button.

work order info management

Step-5. Select any product & services & click on the ‘Checkout’ button.

checkout management

Step-6. Select the ‘Payment Method’ & click on ‘PayNow’.

manage payment method

Step-7. The Work Order has been generated.

work order receipt generated

Step-8. You can also generate work orders in the customer asset list.

create 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.

service management

 

 

 

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