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How do 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 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 a 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 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.
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