Setting up Work Order Packages
To create a Work Package, navigate from
Main Menu > Work Order Management > Work Packages
Click on + Add Work Package.
- Give a Work Package Name
- Add Check-In / Check-Out (Enables your Field Agent to check in/check out at the work location.)
- Add Estimate items in the estimates section
- Add Forms
- Add Invoice (Field Agent can create Invoice for the work that has been completed.)
- Add Signature (Field Agent can collect customer signature as an approval for the work done.)
Note: Only a Work Package Name and adding a form is mandatory in the steps above and all the rest are optional.
Once a work package is applied to a work order you can still edit the items in the package.