Create Work Order

You can create a work order by clicking the + Work Order    button when viewing a case.

• Select a contractor
• Select a template
• Fill in the work instruction, and any additional information
• Create the work order
• Review the work order
  • You can manually update the "Sender" email address to your own before sending a work order. The function is available on the screen after selecting send. This ensures that any replies are directed straight to you.
• Submit the work order

Work Order Templates

Onsite supports three work order templates:

• Basic: A straightforward type for work orders without job cost details.
• Fixed Sum: Utilized for work orders with a predetermined total cost.
• Rate Based: Appropriate for work orders where costs are calculated based on rates.