Haven’t created a customer yet? Click HERE to learn how to add one. If you use QuickBooks® Online, click HERE to learn how to connect your QuickBooks® Online customer list to AcreConnect®.
Navigate to Work Orders
Create Work Order
Click on "Create Work Order."
Required Fields
Add the required Work Order details (marked with a red asterisk) and select "Continue."
Work Order Status – required (default is set to Pending)
Proposed Date – required
Applicator Information – required
Search For Saved Customer
Search for a saved customer under “Customer Information”. Start by typing the customer's name into the “Search for a Customer” box.
Select the customer from the drop-down menu to add to the work order.
Any customer information included in the record will be automatically added to the work order form (address, city, state, zip code, and phone number). Fields will remain blank if any items are missing from the customer record.
Important Notes:
Customer information is not editable if imported from QuickBooks®.
Selecting the “Add a New Customer” option will close the work order form and open a “Create New Customer” page. All work order progress will be lost.
📖 Discover More
Create Invoices for QuickBooks® Online Customers
With QuickBooks® Online connected, your synced customers can be used to send invoices straight from AcreConnect®. Click HERE to see how.
💡Tip
Need more help? Get support anytime from the chatbot in the bottom right-hand corner or contact support at [email protected] or by calling 319-201-3020 Ext.2