C06.07
Create the Work Order
One button on the approved brief. The Work Order pulls everything across from the quote and the brief except the pricing.
- Create a Work Order from an approved brief
- Know what carries over and what deliberately does not
- Understand that no app ever creates a Work Order
Creating it
- 01Open the approved brief
It must be Approved. A submitted-but-unapproved brief does not release a Work Order.
- 02Click Create Work Order
The Work Order record is created in CRM and prefilled.
- 03Check what came across
Customer information and installation address, start and completion dates from the brief, the number of phases from the brief and the quote questionnaire, and the full scope of work prepopulated.
Takeaways
- Create Work Order is a CRM button on the approved brief. The phone app never creates one.
- Everything comes across except pricing — customer, address, dates, phases, full scope of work.
- The only money on a Work Order is the labor lump sum, and only for a subcontractor.