Work Order entry form

Create Work Order Form

To create a Work order, click Work in the shortcut menu, then click Create Work Orders.

The Work Order entry form allows you to create Work orders from items in the job estimate.

To appear on a Work order, job items must have a cost (materials, labor, equipment, subcontract, or other), and a resource assigned in the Job Edit Job Estimate form.

To create a Work order, follow these steps:

To Create Work Order:

1. Click Add.

2. Complete the prompts described below.

To Edit Work Order:

1. Select Work order from the prompt for Work Order.

2. Complete the prompts described below.

To Save Changes:

Click OK.

To Print Work Order:

Click Print.

To cancel changes:

Click Cancel.

To Exit the form:

Click Cancel to close the Work order. Click Exit to close the form.

Other than standard prompts, the Work Order entry form has the these prompts:

WO Date:

Enter the date of the Work order. This is just to identify Work order, and has no other significance.

WO Number:

Enter the Work order number. This will be displayed in the drop-down list of Work orders at the top of the form, and in the printed Work order.

Work Order Type:

Select the type of work order: Employee, Equipment, Subcontractor, or Work Crew.

The work order type determines the type of work items listed in the grid below.

(work order type) Name:

Select the Employee, Equipment, Subcontractor, or Work Crew for which to create the work order.

When you create a work order, you select items in the work order based on whom (or what) the work items are assigned to. You assign items to resources in the Edit Job Estimate form.

Resource:

Select the resource for which to create the work order.

When you create a work order, you select items in the work order based on whom (or what) the work items are assigned to. You assign items to resources in the Edit Job Estimate form.

Scheduled From:

Select the date range from which to select items for the work order.

When you create a work order, you select items in the work order based on their scheduled date. The scheduled date is the item's Scheduled Start date, which you set either in the Edit Job Estimate form, or in the Edit Schedule form.

Scheduled To:

Select the date range to which to select items for the work order.

Work Items:

The Work item grid displays the list of job items to be worked. If multiple resources appear in the list, then multiple work orders will be created, one work order for each resource.

The left column in the item list has a check box. Check the box to select the item to be included in the work order. Click Select All to select all items.

If you want to add more items to an existing work order, click More Items. If there are any items for the same resource which do not appear on another work order, these will be added to the list with the Selected box not checked. Click Select All, or check the individual Selected boxes to add the items to the Work order.

Notes:

Enter any notes to appear on the work order.

Status:

The Status prompt allows you to set the status of the purchase order.

"Active" is for purchase orders that have been issued, but not recieved.
"Completed" is for purchase orders that have been received.
Select "Deleted" to delete the purchase order.

OK Button

Click OK to save the Work order.

Print Button

Click Print to display a popup menu with the following options:

Print Pre-Formatted form. Select this option to print the work order in the pre-formatted form that comes with Smart Contractor.
Print Work Order Merge Document. Select this option to print the work order in the work order merge document. You can edit the work order merge document in the Edit Merge Document form.

Cancel Button

Click Cancel to cancel changes.

Note: You can customize the appearance of your printed work orders with your company logo or letterhead image. For information, please see the Printed Forms Setup form topic.