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August 8, 2025
Production

Work Order Improvements: Creation Rules - Exclude Operations

Work Orders

If you’ve been following along the last few weeks, you might remember that we recently refactored our work order page to improve performance and unlock additional functionality.  Well, here’s some new stuff!

Work order creation rules allow for quick creation of work orders from the jobs grid or from sales order. Previously, the only way to build them was to indicate what rules you wanted included in the resulting work order. However, sometimes it’s easier to say the operations to skip than list all the operations you want.  The new rule type for “excluded operations” allows you to do just that.