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Work Orders

Manage jobs, track costs, and coordinate your team efficiently.

Work Order Overview

What a work order is, statuses, billing types, and the tabs inside each WO.

Creating Work Orders

Step-by-step guide to creating a work order, required vs optional fields.

Status Workflow

The full state machine from Draft to Complete, and who can change each status.

Billing Types

Fixed Price vs Charge-up (T&M), rate sources, and margin tracking.

Change Orders

Track scope changes, add change records, and understand impact on totals.

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