FAQs in this section
What is a field service agent?
If a work order is related to a Case, can I include the work order line items in the Case?
What are Work Orders?
Why do I use Work Orders in Vtiger CRM?
Is Work Orders available in the One Professional edition?
What is the relationship between Work Orders and Cases?
What is the relationship between Work Orders and Invoices?
What is the relationship between Work Orders and Service Contracts?
What is the relationship between Work Orders and Service Appointments?
What is the relationship between Work Orders and Assets?
What is the relationship between Work Orders and Timelogs?
How do I configure a project with multiple tasks in work orders?
What are Preventive Maintenance Services?
What are on-demand service requests?
How do I reopen a canceled work order?
If I create a work order from a case, will the details be copied from the case?
How do I create a work order?
How do I create a work order from a case?
How do I create a work order from assets?
How do I create a planned maintenance request?
How do I create an on-demand service request?
How do I make sure that the managers approve all my Work Orders?
How do I create a service appointment without linking Work Orders?
How do I add a product or a service to a work order?
How do I add a section to a work order?
How do I log time for a work order related to a case?
How do I log the time for a work order?
How do I log time for a service appointment related to a work order?
How do I start a timer on a closed work order?
How do I create a service appointment from work orders?
How do I share a work order?
How do I create a document from a work order?
How do I create an invoice from a work order?
How do I create a time log from a Work Order?
How do I create an Esign document from a work order?
How do I export a work order?
How do I print a work order?
How do I change the template of a Work Order?
What reports do I create from work orders?
Why are the used units in a service contract not updated after closing the work order?
Can I invoice two cases at a time?
Can I include the work order line items in the invoice if a work order is related to a case?
When are a service contract’s used units updated?
What are line items in work orders?

What do I see in the One View of Work Orders?

One View widget in the Work Orders module will show the following details:

  • Related Company details - Parent company’s details
  • Related Contact details  - Parent contact details
  • Related Cases - Related Cases details from which the work order is created
  • Related Assets - Related Asset details generated from the work order
  • Related Invoices - Related Invoices
  • Related Service Appointments - Related Service Appointments generated for the work order
  • Related Documents - Documents related to the work order
  • Related Esign - Related Esign Documents generated by the work order

To learn more about One View, click here. 
To know more about Work Orders, click here.

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