How do I share a work order?

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

2. As an attachment

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

1. Click the Main Menu.
2. Click Inventory.
3. Select Work Orders.
4. Select a work order record.
5. Click the More icon in the Summary View.
6. Select Share.
7. Select Share as an 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.