Create and manage work orders
Work orders cover anything beyond routine service — pump swaps, filter cleans, plumbing leaks, equipment installs.
Open Work Orders
Sidebar → Work Orders. The page has two tabs — Work Orders and Invoices — so you can jump between open jobs and the bills they turned into.
Create a new one
Click New Work Order (top right). Pick a template (optional), choose the customer, choose the pool, give it a title and description. Set Category (Pump, Filter, Heater, Plumbing leak, Surface, Electrical, Other) and Priority (Low, Normal, High, Emergency). Toggle Skip Quote if the customer already approved verbally.
Add line items
Inside the WO, use the line-item editor. Each line has Item type (Part, Labor, Other), Description, Quantity, Unit, Unit cost, Unit price, Markup %, Taxable, and Optional (lets the customer decline it on the quote). Labor lines let you pick Hourly or Flat rate and track actual hours after the fact.
Build and send the quote
Once line items are in, use the Quote Builder to save a quote version and send it. The customer gets an email with an accept/decline link. When they approve, the WO moves from Quoted → Approved.
Status flow
Draft → Quoted → Approved → Scheduled → In progress → Complete → Invoiced. At Scheduled you pick a tech and target date. At Complete you can attach completion notes and photos. At Invoiced the WO's line items roll into a real invoice. Cancelled is the terminal exit.
Assign techs and attach files
Use the Assignments panel to add one tech or a multi-tech crew. The Attachments panel takes photos, PDFs, and other files (spec sheets, site photos, before/after shots).
Create a follow-up
Need to track a recurring issue? On a completed WO, use Create follow-up to clone it — keeps the history linked so you see the pattern.
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