How to Create a New Work Order
Learn the few easy steps to creating your shop's first work order in Shopflow.
Step 1: Click 'Create' on the dashboard> select 'Repair Work Order' from the drop-down menu
Step 2: Select your name from the employee list
Step 3: Under the 'Owner' tab, input the customer's information into their respective fields. If the someone else is dropping off an instrument for the owner, toggle to the 'Assistant' tab and input their information. Click 'Create New Customer.'
Step 4: You'll now see the instrument view. Input instrument brand, serial, year, etc. in their respective fields. 'Click create Instrument'
Step 5: Select the instrument case type and begin adding tasks to the work order. Use the search bar to jump to tasks or navigate the drop down menus to select from categories. Tap the appropriate job type and click the green 'Add to work order' button.
Step 6: Add desired tasks and/or packages.
Step 7: Assign the tech to perform the job using the drop-down menu to the right of the task.
Step 8: Use the arrow function to select which job should be performed first.
Step 9: Set the due date, start date, and order date for the work order using the calendar view at the top of the screen.
Step 10: Click 'Finalize' to complete the work order.