Work Order Improvements

We’ve made two improvements to provide more flexibility when creating work orders.

For Fulcrum sites that are configured to allow for customizing work order names, you can now edit the name of a work order after it’s been created if it is in review status. This should make it easier to create work orders from the jobs grid.

You can also now create a work order directly from a sales order. For shops that group work at the sales order level, this will reduce the number of clicks you need to get your work set up. If there are jobs that you’ve already created from the Sales Order page, simply click “Create Work Order” to group them up. We’re beta testing this feature, so let us know if you’re interested in giving it a test drive.