How do I use Work Orders?

Print Invoice - Creates a print friendly version of the Work Order. From the Print Invoice page, you can create a PDF to print, save or email to your customer.

Email Payment Link - If you are using our Stripe Integration, you can email the customer a link they can use to pay the invoice.

Stripe Payment - If you are using our Stripe Integration, clicking this button allows you to accept payment from the customer in your shop.

Mark as Paid - Optionally, to record payment via Cash, Check or other Credit Card processing, you click this to select the payment method and close the invoice.

The three tabs at the top of the Work Order allow you to interact with different items associated with the work order.

The Services tab is where most of the detail lives in the work order.

Work Order Title - Description of the main issue you are working

Service Description - Detailed description of the work being done. This can also be augmented by clicking the Ai Assist button that will look at all the jobs in the work order and create a professional description for you.

Approval Status - Customer’s approval for the Work Order. This can be changed manually by selecting this dropdown (Pending, Approved or Declined). It can also be updated automatically if the customer approval link (sent from the Communications tab) is signed and returned.

Work Order Status - Internal status that can be changed at any time. The current Work Order status is displayed on the Work Orders page and allows for filtering the Work Orders by status.

Customer - This is the customer for this work order.

Once you have the main Work Order information populated, you can now Add Jobs to a Work Order.