Follow the steps below to complete this task in AcreConnect®.
Haven’t created a Work Order yet? Click HERE to learn how.
Step 1 — View
Easily switch between upcoming and past Jobs by selecting the appropriate tab.
[IMAGE: View]
Step 2 — Edit Menu
Click on a work order you would like to edit.
View
When viewing a Work Order, the information is displayed in read-only mode, ensuring nothing is modified by mistake. To start making changes, click the edit button in the bottom right hand corner.
Edit
Work Orders can be edited anytime to reflect changing conditions, such as assigning a new applicator or modifying the application date.
Create Invoice
Users connected to QuickBooks® Online can quickly generate an invoice from a Work Order for any existing customer by selecting the $ icon in the bottom-right corner of the Work Order.
Note: If you do not have QuickBooks®, make sure the fields in the Estimate tab of the work order are filled out. Users can then download the work order with the estimate information for their customers.
Delete
Delete outdated or incorrect Work Orders by clicking the trash can icon in the upper right-hand corner of the work order.
Note: Once a Work Order is deleted, it cannot be recovered.
[IMAGE: Edit Menu]
Step 3 — Export
You can download a Work Order as a PDF for offline use or to share via email. To do this, click the down load icon in the bottom right hand corner. The PDF will appear in your computer’s file explorer, ready to open or share.
💡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
[IMAGE: Export]