Skip to main content
All CollectionsWork OrdersCreating Work Orders
How to Create a Work Order from Chat
How to Create a Work Order from Chat

Learn how to create a work order from Chat

Xenia avatar
Written by Xenia
Updated over 2 months ago

To create a work order from a chat, you need to link a client to it. Learn more about how to assign a client to a chat in this article.

How to create a work order from Chat

Go to the Chats page and select the desired chat. Click the "+ Document" button and select "Order".

The created work order is displayed in the chat with the client, on the work order page and in the work order event feed with a link to the chat from which it was created.

You can learn more about other ways to create an order in this article.

Did this answer your question?