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Prepare Work Order for Installation |
When the quotation has been accepted by the customer, it is ready to go to Work Order tab to create and print a work order for installers.

Under Work Order tab, you can
· Print a work order sheet as prepared in the worksheet (click on print button
)
· Enter or edit other fields on the work order sheet (click on the editing button
on the secondary toolbar to start the work order editing panel)
· Select which columns to show or hide on the printed work order sheet (from the work order editing panel)
· Export the work order sheet to a Microsoft Excel file so the data can be copied into other work order format

Here is the work order editing panel: