FAQs in this section
What are Work Orders?
Why should I use Work Orders in Vtiger CRM?
Is Work Orders available in the One Professional edition?
What is the relationship between Work Orders and Cases?
What is the relationship between Work Orders and Invoices?
What is the relationship between Work Orders and Service Contracts?
What is the relationship between Work Orders and Service Appointments?
What is the relationship between Work Orders and Assets?
What is the relationship between Work Orders and Timelogs?
I want to configure a project with multiple tasks in work orders. How do I do that?
What are Preventive Maintenance Services?
What are on-demand service requests?
Can I reopen a canceled work order?
If I create a work order from a case, will the details be copied from the case?
How can I create a Work Order?
Can I create a work order from assets?
How should I create a planned maintenance request?
How can I create an on-demand service request?
How can I make sure that all my work orders are approved by the managers?
I want to create a service appointment without linking work orders. Is this possible?
How can I add a product or a service to a Work Order?
How can I add a section to a work order?
How should I log time for a work order related to a case?
How should I log the time for a work order?
How should I log time for a service appointment related to a work order?
Can I start a timer on a closed Work Order?
Can I create a service appointment from work orders?
How can I share a work order?
Can I create a document from a Work Order?
How can I create an invoice from a work order?
How can I create a timelog from a Work Order?
How can I create an Esign document from a work order?
How can I export a work order?
How can I print a work order?
How can I change the template of a Work Order?
What can I see in the One View of Work Orders?
What reports can I create from Work Orders?
Why are the used units in a service contract not updated after the work order is closed?
Can I invoice two cases at a time?
If a work order is related to a case, can I include the work order line items in the invoice?
When are a service contract’s used units updated?
What are line items in work orders?

How can I create a work order from a case?

You can create a work order from a case using the Do button in the Summary View of a record. Using the Do button, you can:
  • Create a work order from scratch. 
  • Create a work order by duplicating one of the recently created work orders.
Follow these steps to add a work order from the Do button in cases:
  1. Click the Menu icon.
  2. Go to the Support tab.
  3. Select the Cases module.
  4. Open a case.
  5. In the Summary View, click the Do button on the top right corner of the screen.
  6. Click the Add or Create button.
  7. Click on Work Orders.
  8. Enter the necessary details.
  9. Click Save.
This newly created work order will be linked to the case. It is visible in the Sales Ops widget in the Summary View of the record.
To know more about Work Orders, click here.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube