How do I Convert Cases into Work Order?

• Log in and access the Cases app from your universal navigation menu bar.
• Create a new case or select an existing case to be converted.

• Click on the “Convert” button and select “To WorkOrder” from the Overview page in the Cases App.

• In the work order creation page (Work Orders App), fill in the following information:

• Customer – Customer name will be pre-populated from the case.
• Contact – Select a customer associated contact or create new.
• Approver – Name of the customer.
• Sales Order – Order created for customers.
• Work Order # - This is an auto-generated or manually entered to identify the work order.
• Case – Case number will be pre-populated from the case.
• Assigned To – Employee Name will be pre-populated from the case.
• Reported Date – Date of reporting.
• Fill in the “Problem Summary” and “Service Delivery Window” information.
• Add items or services needed to be serviced.

• Click on the “Create” button to complete. A new Work Order is completed.

Related Links

• Convert an estimate into work order
• Convert kit work order into invoice