If you want to export a list of your work orders with some of their basic information, you can do so in a couple of simple steps.
Navigate to the Work Orders main feature page.
In the queue select the work orders you would like to export with the far left checkbox. Above the work order list a new menu will appear, click Excel Export.
If you would like to select all of the work orders displayed in the queue, click the top checkbox to the left of the Collect Payment column header. Make sure to select Excel Export to have your file downloaded.
The following information will be included in your downloaded file:
- Sale ID
- Customer First Name
- Customer Last name
- Customer Address, City, State, and Zip Code
- Customer Email
- Customer Phone Number
- Work Order ID