To schedule/generate a WO for a Site, go to the site dashboard and follow the below steps :
- Click on the (+Work Order) button on the right, under the action column.
- Now fill up the details :
- Trip Start Date: Fill the date when the trip to the client’s location is going to be carried out.
- Trip Start Time: Fill the time when the trip to the client’s location is going to be carried out.
- Priority: Choose whether the work is in an emergency or not.
- Expiration Date/Time: Enter the date when the work order is going to expire.
- Trade: Enter the trade which is related to the work.
- Trade Service: After you select trade, now you choose the service of the chosen trade.
- Tasks: Select what tasks are going to be performed at the client’s location for the chosen service.
- Choose Contractor: Choose the contractor.
Click on the CREATE button.