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How do I create a service appointment from work orders?

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Yes, you can create a service appointment from work orders for onsite services and meetings.
Follow these steps to create a service appointment:

  1. Click the Main Menu.
  2. Click Inventory.
  3. Select Work Orders.
  4. Select a work order record.
  5. Click the Service Appointments widget on the side panel.
  6. Click the + icon.
  7. Fill in all the mandatory fields.
  8. Click Save to schedule the appointment.
    • Click Save and Continue to enter other information.
To know more about Work Orders, click here.
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