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How can I share a work order?

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You can share a work order with a customer by sending a link to the work order or by sending the work order itself as an attachment.

  1. As a link

Follow these steps to share the work order as a link:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Work Orders module.
  4. Select a work order record.
  5. Click the Do button in the Summary View.
  6. Select Share.
  7. Select Share as link.
  8. A mail compose window opens with the work order link.
  9. Enter the recipient's details and click Send.
  1. As an attachment

Follow these steps to share the work order as an attachment:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Work Orders module.
  4. Select a work order record.
  5. Click the Do button in the Summary View.
  6. Select Share.
  7. Select Share as attachment.
  8. A mail compose window opens with the work order attachment.
  9. Enter the recipient's details and click Send.
To know more about Work Orders, click here.
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