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How do I add Canned Jobs to a Work Order?

Easily add pre-built Jobs to any Work Order.

Each Work Order can have one or more jobs. Jobs contain all the details associated with the work done and the charge for the customer. There are separate sections for Parts, Labor and Fees.

If you have created Canned Jobs (available under Templates/Canned Jobs), clicking the “Canned Jobs” button will open the Canned Jobs sidebar. You can easily add a Canned Job (preset Parts, Labor and Fees) to the Work Order.

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Click the “Canned Jobs” button and the list of all the Canned Jobs created in your system will appear in the Canned Jobs sidebar.

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To add any Canned Job to a Work Order, click the green + icon to the right of any Canned Job. It will close the sidebar and add the job into the Work Order and update pricing.

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