Work Order Layouts

Creating a Work Order Layout:

  1. Click on the Configuration tab.
  2. Go to Account Settings.
  3. Click on Layouts.
  4. Click on Orders.
  1. You can click 'Create Layout' to build an order from scratch OR click the pencil icon next to an existing order to edit.
  2. Now you can edit the layout and its invidivual pages to create your standard work order.
  1. You can also use templates and create a boilerplate "Scope of Work" page for time savings down the road.
  1. Once you have completed your layout make sure to hit "Publish" to save your work.

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