Create a work order
Add a work order to an approved project, fill in the timeline, resources and scope, then move it to Ready so it can be scheduled.
Updated August 29, 2026 · Verified against WORK-ORDERS.md
Steps
- 1Confirm the project is set up and in the correct status (approved in Advanced Mode, active in Simple Mode).
- 2Open the project detail view.
- 3Click Add Work Order.
- 4Fill in basic info: name and number.
- 5Set the timeline — expected dates and times.
- 6Enter resource requirements, scope of work, and the materials and equipment needed.
- 7Set the status to Created and save the work order.
- 8When the details are settled, update the status to Ready so it can be scheduled.
Before you start
The project must already be set up — customer, job-site location and a primary contact linked — and in the right status: approved in Advanced Status Mode, or active in Simple Status Mode. If it is not, finish project setup first.
What to fill in
- Basic info — work order name and number
- Timeline — expected dates and times
- Resource requirements — the crew and capacity the job needs
- Scope of work — what the crew is being sent to do
- Materials and equipment — what has to be on the truck
Status flow
Save the work order in Created while you are still filling in scope. Move it to Ready when the details are settled — that is the status that enables scheduling. From there scheduling takes it to assigned, and it becomes active once work starts.
Frequently asked questions
Why can I not schedule my new work order?
Scheduling is enabled once the work order status is Ready. A work order still in Created is treated as a draft.
Where do I create a work order from?
From the project detail view, using the Add Work Order action. Work orders always belong to a project.
Does creating a work order change the project?
Yes — it flips the parent project to active. That is why the project should already be walked through its statuses before you add work orders.