Creating and Managing Work Orders
How to Create Work Order Templates
1. Start a New Work Order Template from the Correct Project 2. Enter the Template Basics 3. Fill Out the Job Details and Scope of Work 4. Add Documents to the Template 5. Generate and Review Tasks 6. Set the Payment Terms for the Template 7. Confirm the Template Was...
Bulk Dispatching
This video describes how to use the Enterprise feature of bulk dispatching work orders.
Adding Additional Funds to a Work Order
This video describes a couple of way to add additional funds to a work order.
Duplicating a Work Order
This training video demonstrates the step-by-step process of duplicating or copying a work order.
Bulk Editing Work Orders
In this video, we’ll explore how to efficiently edit multiple work orders simultaneously.
Bulk uploading work orders
In this video we’ll learn how to bulk upload work orders.
How to Bulk Upload Sites in Cloudwork|PRO
1. Understand why bulk uploading sites is useful 2. Open the Bulk Upload tool from the Sites menu 3. Download the CSV template 4. Fill in the site information in the CSV file 5. Make sure each site has the required fields 6. Upload the completed CSV file 7. Use...
How to Switch the Assigned Technician on a Work Order
Steps 1. Open the work order you want to update 2. Use the Switch Tech option 3. Choose a qualified technician 4. Confirm the reassignment 5. Verify the new technician is assigned Video Walkthrough Prefer to watch? Watch the full step by step walkthrough below.
