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How To Create New Work Orders?
How To Create New Work Orders?

Learn how to create a new customer work order in RemOnline

Amalia avatar
Written by Amalia
Updated over a week ago

There are the following ways to create an order in RemOnline:

On the Work Orders page. This is a quick way to create an order directly on the Work Orders page. Read more about this method of creating an order in this article.

Based on an estimate. Creating an order from Estimates in two clicks, saving it with the data on the customer, product, goods and services all filled in. Learn more about this method of creating an order in this article.

Based on a lead. A convenient option to convert a lead into an order without re-filling in customer data. Learn more about this method of creating an order in this article.

Using the API. Want to post an online form for placing an order on your website? Use this option to create an order. Learn more about this method of creating an order in this article.

You can learn more about Work Orders in this Help Center section.

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