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Create Work Order from Client Request
Create Work Order from Client Request

How to create a work order using a client request information.

Updated over a week ago

When you want to create a new work order from a client request, you can do it directly from the client requests list. Just right-click on the particular client request to open context menu and then click CREATE WORK ORDER.

You can do similar actions in the request preview window by using quick or detailed view. In both ways you will see a "Create work order" button.

Create a new work order form with information automatically filled from the request will be opened. Fill in missing fields and save the work order. After work order creation from client request, client request disappears as it becomes the work order.

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