Creating a Work Order

Tap + on the Work Orders screen. Select a customer, then select or add a machine. Set the scheduled date and assign a technician. Add a description of the work to be done and save — this creates a Draft.

Adding Line Items

Line items are the billable services and parts on a work order.

Tap Add Line Item inside a work order. You can:

Pick from saved items — tap a saved line item to add it at its default price
Add manually — enter a name, quantity, unit price, and optional description

Line item totals are calculated automatically. Tax (13% HST) is applied at invoice time.

Completing a Work Order

Finalize

When the work is done, tap Finalize to lock the line items. No further edits to pricing after this point.

Signatures

Tap Get Signature to open the signature pad. The customer signs on-screen. Their signature is embedded in the PDF.

Complete

Tap Complete to mark the work order as done. This triggers PDF generation and optionally creates a QB invoice if QuickBooks is connected.

Work Order Statuses

| Status | Meaning | |--------|---------| | Draft | Created, not yet started | | In Progress | Work is underway | | Completed | Work done, PDF generated | | Invoiced | Invoice created in QuickBooks |

PDF Generation

PDFs are generated automatically when a work order is completed. They include the customer info, machine details, line items with pricing, technician signature, and customer signature if captured.

Tap View PDF on any completed work order to open or share it.