Create a Work Order

Work orders document the services you'll perform and the parts needed.

Create from a Job

1. Open a job from the pipeline board
2. Tap Create Work Order
3. Add line items: labor, parts, and fees
4. Set quantities and prices. Tax follows your Rates and Tax settings
5. Add notes for internal reference
6. Tap Save

Line Item Types

• Labor: Time-based charges (uses your hourly rate)
• Parts: Materials and replacement parts
• Fee: Flat fees (shop supplies, disposal, etc.)

From Work Order to Invoice

Once the work is complete, you can convert the work order directly to an invoice with one tap. All line items carry over automatically.