C06.09
Send the Work Order
Sending happens in CRM, not in the app. Where it goes depends on whether this is a subcontractor or an internal crew.
- Send a Work Order from CRM
- Know where it goes for a sub versus an internal crew
- Recognise what accepted looks like
Sending it
- 01Open the Work Order in CRM
After Save & sync, the record carries everything the crew filled in.
- 02Click Send Work Order
This is a CRM action, not an app one.
- 03Subcontractor
It goes to the sub for e-signature along with the Installer Agreement, and it carries the contract amount.
- 04Internal Crew
It goes to the shared crew inbox at crew@mavtechsol.com. No dollars appear.
- 05Watch for acceptance
For a sub, accepted means signed and returned. Do not mobilise a sub on an unsigned Work Order.
Takeaways
- Send Work Order stays in CRM. The app fills the record; CRM sends it.
- Internal Crew Work Orders go to the shared crew inbox.
- A subcontractor signs — that signature is what you wait for before mobilising them.