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Getting Started

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Last Updated: July 24, 2026

Client Onboarding Kit

See attached document for new client tips on getting started.   This document contains help on the following topics

Last Updated: July 24, 2026

Creating a Work Order in Cloudwork|PRO

1. Start a new work order 2. Enter the initial work order details 3. Add the work order title and scope of work 4. Attach supporting documents 5. Build the technician task checklist 6. Set the job start timing 7. Define payment for the job 8. Publish the work order...