Work Orders allow you to track multiple trades or different types of work under a Contact or Job in JobNimbus. Work Orders can be added to Contacts and Jobs; they are a structured Job that contains a PDF with line items. When using just Contacts, WOs are an excellent way to do “Jobs” without having Jobs enabled, and they help segment into different trades. A nice benefit of work orders is that you can create an estimate and later convert it to a work order.
To add a work order to a contact or a job:
*Note when you assign a work order to a subcontractor, and that subcontractor has a valid email, it will automatically send them an email.
8. You can create custom fields for your work order.Often customers include specific information about products or jobs that need to be done. It is also a great way to get custom job information in the work order. To add custom fields go to settings ---> work order fields ---> add the field. Choose which question type is most appropriate. Also, do this carefully as you can't edit the question type later.
Note: Work orders will auto-send a reminder email to an assigned subcontractor. If you are not ready to send the work order to your subcontractor, wait to assign until ready. Work orders along with material orders do not have taxes integrated with them.