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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 this week

There are the following ways to create a work order in RemOnline:

On the Workflows page. This is a quick way to create a work order directly on the Workflows page. Read more about this method of creating a work 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, products and services all filled in. Learn more about this method of creating a work order in this article.

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

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

From chats. A smart way to create work orders from chats using Facebook and Instagram integrations. Learn more about creating work orders from chats in this article.

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

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