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Customer - Financial - Work Orders tab

Service Billing > Customers > Financial > Work Orders tab

A work order specifies the delivery of a non-recurring service (billable item). A work order lets you estimate and review costs before you create billable entries. Work orders can be converted from a sales order, but a sales order is not required. The four types of billable items you can include on a work order are labor, parts, expenses or general.

Note: See Creating Work Orders for an overview of creating and configuring work orders.

Actions

  • New - Add a new work order to this customer record.
  • Edit - Edits a selected work order for this customer record.
  • Delete - Deletes a selected work order to this customer record.

Note: See Work Orders for a detailed description of creating and editing a work order.