Business administration
Create and edit a work order
A work order records work without showing prices to the customer. Business access and complete company settings are required.
Step by step
Open Admin → Work orders and choose a new work order. Check the customer.
Enter execution date, member and description. Associate a location or panel when relevant.
Add lines for hours, materials and other work. Check quantities and descriptions.
Save as a draft and reopen it from the list to edit details or lines.
Use search and the action/archive view to find the work order. Check its status before completion.
Good to know
- Electricians manage their own work orders; administrators have organisation-wide access.
- Drafts may wait offline for synchronisation. Local saving is not server confirmation.