In the below video, we'll be talking about Estimating, specifically an overview of work orders.
In this video, you will:
Learn how to create a work order opportunity
Understand the different types of work order invoice types
Discover how to win a work order opportunity
Sections
00:00 Introduction
01:50 Creating a New Work Order (Fixed Price on Completion Example)
11:34 Work Order Invoice Type Explanation
18:11 Using the Same Service Multiple Times
20:08 Changing the Display Name & Explaining Separate WTs Checkbox
21:49 Copying Services within the Estimate
25:45 Overriding Prices on an Item
29:22 Completing the Estimate
30:50 Print Preview
33:23 Emailing the Proposal
34:54 Winning a Work Order
36:02 Review Work Tickets after Winning
38:01 How to Copy a Work Order Opportunity