QUICK STEPS
Sign the invoice — the work order is created automatically once signed.
Open the work order from the tool icon on the invoice, or from the Work Orders tab in the left nav.
Product and labor info from the quote carries over automatically.
Confirm the installation date with the customer.
Assign the contractor, then mark it ready to schedule or add it directly to the schedule.
Add crew/installer instructions and job notes (gate code, furniture to move, etc.).
Save — work order is now visible in scheduling and to warehouse/back office.
TIPS 💡 More detail in work order notes = fewer calls from the crew on install day.
Remember: The work order is the crew's instruction sheet. Make it complete.