This article will outline how to create a work order that occurs just once.

To accommodate different workflows, there are four ways you can create a work order:

From the Dashboard on the Work Orders App, click ⊕ New.
From the Work Orders List, click ⊕ New Work Order.
From the Work Orders Calendar View, click ⊕ Add New, or click and drag a time period in the calendar.
When viewing a Contact, click ⊕ New when viewing their related Work Order.

Create a Work Order

Create a new work order from one of the four ways as listed above.
Select the customer you are doing the work order for.

The Work Order screen will come up for you to fill in. Below, we will break up the screen into three sections, noting the the pertinent fields specific to the work order.

Customer Information and Time Tracking Entries

When you select a customer, their information will show. By default, work orders are set as a one-time job, as opposed to recurring. You will be able to see this in the header, under the blue Save button.

On the right, you will find the related time tracking entries associated with the work orders.

Of course, when you create a new work order, there won't be any time tracking entries. If you wish to create a time entry for this work order, they are generated by the Field Crew app. You will not be able to create a time entry for a work order from the Time Tracking App.

Job & Schedule

Under Job & Schedule there will be a dropdown to choose a Service Item.

Select the first Service Item to include in the work order. Once selected, the item will be added in the grid under the Details section, and this field will disappear, to be replaced by the Job Name. If a default service item is chosen in the Work Apps Preferences, then this dropdown will not appear.

Once a Service Item is selected, a number of other fields will appear, and the Service Item will be used for the Job Name.

Job Name	The Job Name field is not visible until the first service item is selected. Then the Job Name will copy the name of the first service item selected for this work order.
Start and End Date & Time	The date and times for the job.
Status	The status of the work order. This affects how it will look in the filter views for your list of work orders: Cancelled: Work order closed. Doesn't show in "Completed Work Orders". Completed: Work order closed. Shows in "Completed Work Orders". Deferred: Shows in "Open Work Orders". Delayed: Shows in "Open Work Orders". In Progress: Work order is open. Shows in "Open Work Orders". Not Scheduled: Work order is open. Shows up on "Waiting List" in the Calendar. Not Started: Work order is open. Shows in "Open Work Orders". Waiting on Someone Else: Work order shows in "Waiting List".
Assigned To	The Method User assigned to the Work Order.
Invoice Type	Set whether or not this work order should be invoiced. To be invoiced Do not invoice Invoiced
Reminders	Send out a reminder to the customer they have a service coming up. You can choose between an email reminder or an SMS reminder. Templates for the reminders can be set up in the Work Orders Preferences.
Recurrence Schedule	Since you are doing a one-time work order, you can keep this at Does Not Repeat.

Item Details

The items for the work order and all occurrences can be selected here.

Details Grid	Add other items to the work order. This grid can be edited to alter the columns.
Add Lines	Add more lines to the grid.
Attachments	Add any images or files to the work order. When you add a file, you can also select a checkbox indicating you wish for it to be included if you send an email from this screen.

Work Order Buttons

More Actions :	Actions for the work order.
Clear / New	Clear the form and create a new work order.
Delete	Delete the work order.
Make a Copy	Copy the work order.
Create Invoice	Create an invoice from the work order including the items added to the work order.
Print	Print the work order using the template specified in the Work Apps Preferences. (Make sure pop-ups are not blocked).
Email Assignee	Email the Method User assigned to this work order.
Send :	Send the work order to the customer.
Email	Email the work order to the contact. A preview of the email will show up before you send it. If an attachment has been added, you can add the attachment to the email.
SMS	If SMS is enabled in your account, you can notify the contact associated with this work order. It will show a preview before you send it. Included in the SMS will be the: Work Order #, Date, Time, Location: First line of the Shipping address.
Save & Back :	Save the work order and go back to the previous screen.

About the Work Orders app in Method:Field Services

Create a Work Order for a Recurring Job

Work Order Reports

Track Time on Work Orders in the Field

Field Services in Method