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How to move a completed work order to another job

Sometimes a work order is created or completed under the wrong job or project. While it’s not currently possible to merge work orders, you can still move a completed work order to the correct job / project folder without having to recreate it manually.

Written by Plannit IT

Steps to follow

  1. Open the original work order

  2. Click on the Actions button

  3. Select Copy to another customer

  4. Enter or select the customer name

  5. Associate the work order with the desired job or project

  6. Update the date and time to reflect when the service was actually performed

  7. Once the new work order is created:

    • Delete the original work order

    • Set the original job status to Cancelled, if no further action is required for that job or project

Good to know

  • This method allows you to keep the work order details without starting from scratch

  • Existing invoices are not affected, as long as they are linked to the correct job or project

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