How to Create and customize a Work Order in MeasureSquare CRM

This article will guide you through the process of creating and customizing a Work Order in MeasureSquare CRM.

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Steps to Create and Customize a Work Order

Step 1: Create a New Work Order

Click the "+ Add" button under the Work Order section to create a new Work Order for the selected project.

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Step 2: Select Products for the Work Order

Choose the products you want to include in the Work Order from the product list.
- You can exclude non-labor items by checking the "Exclude non-labor item" option.
- You can also ignore the price of material items by selecting "Ignore price of material item."

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Step 3: Fill Out the Work Order Form

Complete the Work Order form by entering the required details:
- Installer: Select an existing installer or click the "+" button to create a new installer.
Click Save to finalize the Work Order.

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Step 4: Edit the Work Order

If you need to make changes to the Work Order, click the "Edit" button.

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Step 5: Customize the Work Order Template

Click "Customize" to modify the view or template for the Work Order.
- You can adjust display options such as Quantity, Price, Amount, Description, and more.
- Select a template that best fits your needs.

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Note: Once the work order is saved, an agenda item will automatically be added to the estimator's calendar

Youtube Video Link: How to Create and Edit a Work Order in MeasureSquare CRM

Note:

If you need further assistance, contact MeasureSquare Customer Support at +1-626-683-9188 or email support@measuresquare.com.