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.

Selecting a customer will show their info and fill in the Job Site.

Below, we will break up the screen into three sections, noting the the pertinent fields specific to the work order.

Customer Information and Related Records

In the header, you will find a link to the customer for the work order as well as the current status of the work order (set to Not Started since it's brand new.)

Below the header, you can update further information for the work order.

Job Name	Name of the job which will show on the Work Orders list screen.
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 is open. Can't progress because it is waiting on someone else.
Tags	Add Tags to categorize the work order.
Attachments	Add any images or files to the work order. When you add a file, you can also select a checkbox indicating you wish it to be included in emails sent from this screen.
Customer	The customer associated with this work order.
Reminders	Send a reminder to the Customer as an email, a SMS, or both. This can be enabled by default in the Work Order app preferences screen.

On the right app ribbons panel, you will find the related records for the work order, like activities, and time tracking entries.

Of course, when you create a new work order, there won't be any related entries. Furthermore, 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.

Service 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.

Schedule & Dispatch: One-time work order

Under Schedule & Dispatch you can select whether or not the work order will repeat with the Recurring Schedule toggle. For a one-time work order, keep Recurring Schedule unchecked.

Recurrence Schedule	Since you are doing a one-time work order, you can keep this untoggled.
Start and End Date & Time	The date and times for the job.
Assigned To	The Method User assigned to the Work Order.

NOTE: If the date or the assignee overlaps with another work order, a banner will warn you of the conflict. Clicking the banner shows a grid of all conflicting work orders to make an informed decision.

Invoicing

Once configured, you can set how you want the work order to be invoiced.

Set whether or not this work order should be invoiced.

To be invoiced
Do not invoice
Invoiced

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.

Create a Customer

Onboarding - Create an Estimate (QuickBooks Online)

Onboarding - Create an Estimate (QuickBooks Desktop)

Create a Work Order for a Recurring Job

Proposals App Preferences