Biz360 View Work Orders from Estimates & Invoices

Let’s say you’ve finished up a call with a client who needs a job done quickly. You log into the platform, create an estimate or invoice, and a work order is automatically created for you. No extra steps, no duplicate entry. It’s ready to go.

The work order opens in a new tab and includes all the key details your team needs: item descriptions, quantities, and client information. You can download or print it to share with your team so they’re fully prepped for the job and ready to go.

To view a work order:

1. Open the platform.
2. Click Sales.
3. Select Billing & Invoicing or Estimates.
4. Click on the invoice or estimate.
5. Click the more options icon .
6. Click View work order.

Related to

• invoices
• estimates