In this article, you will learn how to generate and send work orders in Workiz.

Work orders are a great way of providing your team with a clear idea of the work that needs to be done.

How to generate and send work orders in Workiz

  1. Open the job you want to generate a work order for

  2. Select Actions > View work order

  3. Select Send

  4. Complete the Send work order fields:

    1. From: Your email address

    2. To: Your assigned field tech’s email address

    3. CC: Enter any other email address that should receive the invoice

    4. Subject: The subject line for the email containing the work order

    5. Message: The message your client will see in the email

    6. Select Send email

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