Service and Work Orders
How Marinas create and manage service and work orders
6 articles
- Set Up Parts and Labor Items For Work OrdersEvery price on a work order comes from your item catalog. How to create labor items, make parts available to Service, and keep items easy to find.
- Create a Job TemplateJob templates are saved sets of parts and labor for work you repeat. How to build one, which jobs are worth templating, and how to keep the library clean.
- Build a Work OrderA work order is the container for everything you're doing to one boat for one customer. How to create, schedule, print, find and close one.
- Manage Jobs On a Work OrderA job is one piece of work on a boat. How to add jobs, add parts and labor, move a job through its statuses, and use notes and the activity…
- Invoice a Work OrderService invoices are generated per job, not per work order. How to generate an invoice, use AutoPay, take payment, and change a job after you've invoiced it.
- Service Work Orders: Frequently Asked QuestionsEverything you can do with work orders and jobs in Dockwa's new Service Module — creating work orders, setting up labor and parts, invoicing, refunds, and what your boaters see.