Navigate to the work order area of AcreConnect™ from the main menu.
2. Select “Create Work Order”.
3. Add required work order details as noted by the red asterisk and select “Continue”.
Requires “Work Order Status”. This by default is set to “Pending”.
Requires “Proposed Date”.
4. Search for a saved customer under “Customer Information”. Start by typing the customer's name into the “Search for a Customer” box.
5. Select the customer from the drop-down menu to add to the work order.
6. 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.