Material & Work Orders

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Heavy Plan Required

Material & Work Orders are available on Heavy plans and above.

Material orders and work orders allow you to quickly transfer the content from a signed report to production.

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Orders are available on signed quotes only

Once a quote is signed, a new button appears to "Create Order". This gives you access to your material and work order layouts.

When an order is created, items selected during signing will be added automatically to the order.

This includes the customer details, inspection images, quote line items, and any optional upgrades.