FAQs in this section
How do I create a service appointment without linking Work Orders?
Adding a product or a service to a Work Order
Follow the steps mentioned below to add product or service line items to a record:
- Log in to the CRM.
- Click the Main Menu.
- Click Inventory.
- Click Work Orders.
- Click +Add Work Order.
- Fill in the necessary details.
- Click Save.
- Open a recently created work order.
- Click the Edit icon.
- Go to the Item Details block.
- Click Add row.
- Select the Product or Service.
You can add any product or service of your choice to the work order and define the taxes.
To know more about Work Orders, click here.