The easiest way to export your work order into a PDF document is through the Work Order "List" tab. You can export multiple work orders at once, or export a single work order into a PDF document. Please see the Work Order List section for more information on how to access this page.
Once you are on the "List" tab there are several different ways you can access your PDF work order:
- Once you click on the Work Order ID, you will be directed to the View Work Order pop-up window. From this pop-up window, there are several different ways to export the selected work order to a PDF document:
- Please note that there are many ways that you can access the View Work Order pop-up window. Please see the View Work Order page for the different ways that you can open the View Work Order pop-up window.
From the More Actions button you will be met with several different export options. You will be either to select the "Export Individual PDFs," "Export Individual PDFs (With Invoices)," "Export Combined PDF," or "Export Combined PDF (With Invoices)" option. Please note that these options allow you to export multiple work orders- and, when applicable, their associated invoices- into PDFs simultaneously.
Clicking on the Individual Actions button and selecting the "Export to PDF" option from the drop-down. (The options that are displayed from the Individual Actions button are the same as when you right-click on a work order).
The default work order PDF can be exported by selecting the "Export to PDF" option when right-clicking or clicking on the Individual Actions button of a selected work order. You can also access this PDF from the "View Work Order PDF" option from the Individual Actions of the View Work Order pop-up window.
The default work order PDF will include customer information, the work performed, the parts used, and more. The image below illustrates how the work order PDF will appear once all the fields have been completed by the mobile work order:
The default work order PDF will show the work to be performed for the specified work order. The user can complete this section from the mobile device (including adding comments, taking pictures, and having the customer sign off on the form). This section will also display the customer information and the bill to information.
The parts/services that are used for the work order can be found in this PDF as well as the customer approval signature.
Please note that the "Work Performed" section that is displayed on the work order PDF is completed from the mobile device. For more information about completing this sections, please see the Complete a Work Order page.
Export Multiple Work Orders (PDF)
When selecting the More Actions button, you will have two options on how to export multiple work orders into a PDF:
The "Export Individual PDFs" option will export multiple work orders into individual PDFs; all the PDFs can be found in a folder. This folder and the downloaded PDFs in it, can be located in your Downloads folder.
The "Export Combined PDF" option will export multiple work orders and compile them into a single PDF document.
The work order invoice PDF can be exported by selecting the "View Work Order & Invoice PDF" option from the View Work Order pop-up window's Individual Actions or the PDF button. You can also export multiple work orders and their corresponding invoices from the More Actions button on the Work Order List page. Please see the Export Multiple Work Order and Invoice PDFs subsection for more information about exporting multiple work orders and invoices.
This PDF will not only have the "Work Performed" section, but it will also include the work order invoice sections.
The image below illustrates how the work order invoice PDF will appear once all the fields have been completed:
The first page of the default work order PDF will show the work to be performed for the specified work order. The user can complete this section from the mobile device (including adding comments, taking pictures, and having the customer sign off on the form). This section will also display the customer information and the bill to information. The parts/services that are used for the work order can be found in this section along with any photos taken during the duration of the work order. The customer approval signature can also be found on this page.
The second page will display the work order invoice. This includes the invoiced parts and services, any applicable payments, terms and conditions, the balance due, as well as the customer and billing information. Please note that the availability of this page is contingent upon if an invoice has been created within the work order.
Please note that the work order invoice PDF needs an invoice associated with the work order in order for an invoice to appear in the PDF document.
Export Multiple Work Order and Invoice PDFs
When selecting the More Actions button, you will have two options on how to export multiple work orders and invoices into a PDF:
The "Export Individual PDFs (With Invoices)" option will export multiple work orders and their corresponding invoices into individual PDFs; all the PDFs can be found in a folder. This folder and the downloaded PDFs in it, can be located in your Downloads folder.
The "Export Combined PDF (With Invoices)" option will export multiple work orders and their corresponding invoices, then compile them into a single PDF document.
The work order pick list will show all the parts included in the customer's invoice or work order. It will display the part, the SKU number, the model number, the part's usage status, and more.
If no parts are associated with the work order, then the "Parts List" section of the work order pick list PDF will be blank.
The image below illustrates how the work order pick list PDF will appear:
Your company's logo.
Your company's name and address.
The work order number associated with the pick list.
The customer and bill to information.
The parts associated with the customer's work order or invoice.