Skip to main content

Create a work order from a client request in your dashboard

Work orders are created simultaneously and automatically scheduled to speed up your planning.

Written by Plannit IT

With Plannit, you can create a work order in just a few clicks, directly from your application.

Here are the steps to follow:

  1. Click on your customer's request.

  2. Read the description of your customer's request.

  3. Click on the "+ Work Order" button.

  4. The work order will be instantly added to your agenda.

  5. Your technician will receive the information on his mobile at the same time.

More informations regarding work orders:

How to repeat work orders

Timesheets: How to track the time spent on a work order/job (single employee)

Make work order notes visible to multiple employees

Related Articles
Did this answer your question?