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

Training Video

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