Add a job
Requires the Add Jobs permission. See Work Order permissions.
Steps
Open the Work Order you want to add the job to.
In the workspace actions area, select Add Job.
If the Work Order is closed, you're prompted to reopen it first. Confirm the reopen prompt to continue — see Close or reopen a Work Order.
The Add Job panel opens with Manual selected by default. (To add a job from a saved template instead, switch to Template — see Use work order templates.)
Select the Job VMRS code for the job. This field is required.
Select the Repair Type. This field is required.
Complete any other fields that apply — for example, Cause Code, Quantity of Jobs, Estimated Hours, Job Account, Assigned technician(s), or Job Notes. For what each field means and whether it's required, see Job fields.
If you turn on Outside Work, Vendor becomes required before you can save.
Select Add Job to save.
The job appears in the Jobs tab. For what its initial status means, see Job status values.
If this step fails
If selecting Add Job appears to do nothing, a required field may already be filled in but scrolled out of view — see Job won't add after clicking Add Job.