Once a work order is created, you have the ability to share it with anyone you like with a link. Use this link to share it with external vendors, contractors, or anyone else.
Steps to share a work order:
Mobile
Desktop
- From the home screen, click into the Work Order workspace.
- Find the work order that you want to share.
- On the top right corner of the work order, click on the 3 dot icon .
- Click Share.
- The link is now copied onto your phone and you can paste it onto a message to send to someone.
- On the left hand side, click into the Work Order workspace.
- Find the work order that you want to share.
- On the top right corner of the work order, click on the 3 dot icon .
- Click Share.
- The link is now copied. You can paste it onto a message to send to someone.