Create your first work order

Open a new work order#Link to the section “Open a new work order”

1. In the sidebar, open Work Orders and select + Work Order.
2. Under Customer, search by name and pick the customer. Someone new? Select Create a new customer instead and enter their Full name, Phone and Email, along with the rig’s Year, Make, Model and VIN (optional).
3. Under Vehicle, choose the rig in Select vehicle. If the customer has no vehicle on file yet, enter its year, make and model right there. A make or a model is enough to start.
4. Under Complaint, fill in What does the customer say is wrong? in the customer’s own words.
5. If you know them, add Priority, Promised and Odometer in, and under Assignment & Schedule pick a technician in Assign technician and a Drop-off date.
6. Select Create Work Order. The new work order opens, and it’s on the job board.

If your shop requires a marketing source or a job category, the form marks Marketing source and Job category with an asterisk and won’t create the work order without them.

Read the job board#Link to the section “Read the job board”

The job board sorts every open work order into three columns:

• Estimates: intake, diagnosis, waiting on the customer and change requests.
• Work-In-Progress: assigned, approved, waiting on parts and repairs underway.
• Completed: repair complete, ready for pickup and invoiced.