Help › Planning the work

How do I create a work order?

For owners and office staff

A work order is one job or event for a day, with its location, times and checklist.

1. On the Schedule tab, click + Add work order at the top, or + Add on a day.
2. Enter the Date and Event / job title. Pick locations, a contact and times.
3. Build the checklist (see “How do I build a checklist?”) and add any notes for the crew.
4. Click Create work order.

Tip: Use Start from a template at the top to fill in a saved work order.

More in “Planning the work”

• How do I build a checklist?
• How do I assign work to someone?
• How do I make a work order repeat?
• How do I copy a work order, a day or a week?
• How do I save a work order as a template?
• How do I import from a spreadsheet?

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