Link or Unlink Work Orders

Link work orders to consolidate related tasks, ensuring efficient tracking and management. Link an existing work order or create a new one. Alternatively, remove the link between work orders if tasks no longer relate or to correct previous links.

Link work orders

1. Go to Service > All Work Orders.

2. Enter the work order number and press Enter or click the Search icon.

3. Click the Links tab.

4. Click Link existing work order.

5. Select an action from Link action.

6. Complete:

   • WO linking method: Choose to link to the selected work order or all selected.

   • Link reason: Select the reason for linking.

   • Filter by subcontractor: Narrow down the search by subcontractor.

7. Select one or more work orders.

8. Click Link.

You can also open a linked work order, if none already exists.

Unlink work orders

1. Select the row of the work order you want to unlink. You can unlink more than one at a time.

2. Click Unlink.