If you've created an estimate or invoice for a job, you may want to also generate a work order for your team to follow. This will look similar to the estimate or invoice and include the scope of work but exclude any pricing.
In order to generate a work order, you must first create an estimate or invoice. Once you have created that, go to the estimate or invoice record and select Actions.
In the dropdown menu, select Generate Work Order PDF.
You'll see a preview of the PDF work order. You can see the line items and quantity, but no pricing. On this preview page, you have 3 options:
Attach to Related Job
Attach to New Job
Attach to Invoice
If you select Attach to Existing Job, you will have the option to download the PDF, send it to be filled, or open it in PDF Form Filler.
If you select Attach to New Job, a new job record related to this work order will open. This is helpful if you've generate an estimate or invoice for a customer but have not yet created a job record.
If you select Attach to Invoice, you will have the option to email the work order PDF, download it, open it in PDF Form Filler, and more.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.