Creating new work orders from the Dispatch Board

Note: Service Receivables features are available only if you purchased the Service Receivables Add-On Module.

To create a new work order from the Dispatch Board:

  1. Open 11-2 Work Orders/Invoices/Credits.
  2. From the Options menu, select Dispatch Board.
  3. Using the data control, select the day you want to view.
  4. In the column of the technician to whom you want to assign the work order, drag your cursor to select the duration of the appointment.
  5. Click New Work Order.
  6. Enter the work order.
  7. Select File > Save.