RO App

Work Orders. General information

Xenia

Hanna

Christina

In this section you will learn how to use work orders 

Workflows

Learn how to create a new customer work order in Orderry

How To Create New Work Orders?

Learn how to create new work orders, assign managers and specialists, add products, clients, and payments in Orderry

How to create work orders on the Workflows page

Learn how to create a new customer work order from lead

How To Create New Work Orders Based on Leads?

Learn how to create a new customer work order from estimate

How To Create New Work Orders from Estimate

Learn how to create a new customer work order from API

How To Create New Work Orders from API

Learn how to create a work order from Chat

How to Create a Work Order from Chat

Learn how to quickly create new work orders from an incoming call card in the Orderry to speed up call processing

How to create a new order from an incoming call

Creating Work Orders

Find out where all work order history is stored and displayed

The Work Order Event Feed

Find out what methods of changing the work order status are available in Orderry

How To Change Work Order Statuses

Learn how to add labors / services and products to work orders

How To Add Services And Products To Work Orders?

Learn how to add, view, and manage files in an order, as well as change their status and visibility to the client

How to add and manage files in a work order

Find out how to transfer work orders to another location

Transferring Work Orders Between Locations

Find out how to assign works to different employees in one Work Order

How To Assign Multiple Specialists In One Work Order?

How to duplicate work orders in Orderry?

Learn how to add a payer to work orders or estimates in Orderry, configure the field in the form editor, and use it correctly in documents

How do I add a payer to a work order or estimate?

Learn how to set and change a client warranty in the work order / sale

How to set or change warranty period for products / services in the work order / sale?

Learn how to enable product reservations, create and edit reservations, automatically or manually, and manage them effectively

How to reserve products for client orders

Learn about Work Orders editing, transferring, statuses, adding services to the Work Order

Working with Work Orders

Find out how to edit the Work Order Table and its display format

The Work Order Table

Learn how to schedule a client's appointment with a specific master and how to control the resource load of a location

The Work Order Scheduler

Learn how to work with a board in Orderry

The Work Orders Board View

Learn how to apply filters on the Workflows page, configure advanced criteria, and save filter templates for fast and convenient sorting

How to use the Filter for Work Orders?

Learn how to use and what the badges show in the work order table

Work Order Badges

Learn how to make search Work Orders faster

How To Search Work Orders?

Learn how to quickly perform the same actions for multiple orders at once: change statuses, print documents, and more

How to apply bulk actions to multiple orders

Learn about the features of the Work Orders table, filters, badges, search, and group actions

Managing Work Orders

How to Manage Incomplete Work Orders?

Learn how to process warranty work orders in Orderry

How to place a warranty work order?

Learn how to organize delivery in orders, track delivery time, and manage courier workload efficiently using the built-in scheduling tools

How to Set Up and Manage Delivery in Work Orders?

Learn how to set up rental and leasing of assets, create orders, track statuses and movements across inventories

How to organize rental and leasing work orders

Step-by-step guide for businesses that make finished products from materials or components

How to set up production orders in Orderry

Learn how to account for redeemed assets in Orderry and quickly choose the appropriate way to work with them in the system

How to process the redemption of an asset from a client

Everything about order types and scenarios for working with them

Industry Specific Work Orders

Learn how to correctly and successfully close orders in the system, and what actions should be taken if a client refuses services

How to close successfully completed and unsuccessful orders

Learn how the payment link for payment via a public page is generated, how the client makes the payment, and what is displayed in the payment history

How to accept payment for an order through a public page

Learn how to pay a single work order across multiple payment methods, giving you maximum flexibility for your clients

How to pay for a single order using multiple payment methods?

Learn how to process a return of products or services from a client, reflect it in the Inventory, and issue a refund

How to create a client refund from a work order

Learn how to delete orders and transactions correctly so that your balance and financial reports remain accurate

How to delete orders and related payments

Find out about final steps of working with orders

Closing and Paying for Work Orders

Learn how to create a work order in the Work Orders mobile application

Creating Work Orders in the Orderry Work Orders App

Learn how to add services and products to a work order directly from your phone using the Orderry App

Adding and Editing of Services and Products in Work Orders with Orderry App

Find out how to close work orders in the mobile app

Closing Work Orders Via The Orderry App

How to use Scheduler in the Orderry mobile application: main features

The Work Orders Scheduler in the Orderry Mobile App

Find out how to make a prepayment or work order payouts via the mobile application

How To Create Work Order Payments In The Orderry App

Learn how to create a payment in the mobile app, send a link or QR code to the client, and accept payment via the public order page

How to get work order paid via mobile app

Everything in a single app: from order creation to order completion

Work orders in the mobile app

The following are common causes of why the created work order is not displayed and how to fix them

The created work order is not displayed in the Work Order Table. What should I do?

Find out how to avoid the error "Duplicate Serial Numbers"

Why Does the Error "Duplicate Serial Numbers" Appear When Creating a Work Order?

Look for answers to the most common questions in the Work Orders section

Q&A (Work Orders)

Public API

Book a Demo

Video Tutorial

Create account

Go to Orderry

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.