Guidelines for building the work order: A step-by-step guide.
Note: Learn 'How To - Convert Quote to Job'.
![Click on Services…](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/291d000b-db73-48cb-999a-571246718e1d/049169fe-b260-46bc-b650-646f658c5c69.png?mark-x=5&mark-y=370&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
2. Select the service for which you wish to build the work order.
![Click on Commercial - Solutions Commercial Automation](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/8b0c34e5-b107-4df1-9eb7-2c6e55bc1777/1c6ea61d-fd7f-4bdc-9ad1-ae93094cfc4f.png?mark-x=240&mark-y=236&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNzkmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Work Order](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/8514ff55-440a-4ac7-879f-36e7df47ffb0/78bdd598-12ae-4fe3-a889-2fbd1d25a343.png?mark-x=5&mark-y=599&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTYmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
4. Click on the 'Assignments' tab.
![Click on Assignments](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/c0dab58f-453f-4386-81f8-b5c385b7a8ed/e28f0692-189b-42f6-a5ea-8694e3b00255.png?mark-x=438&mark-y=86&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODkmaD0zOSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
5. You have the option to allocate resources to the work order, such as scheduling resources (via estimates) or assigning non-billable resources (through estimates). Additionally, you can designate the work order owner and reference contact.
In the following example, we will be assigning scheduled resources. Scheduled resources are basically resources based on the role types you have added in the estimates of this service under 'resources'.
![Click on Add](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/e8fc0390-7c2b-4a5f-b7c6-bf1f56cd1d32/491799b9-ed90-4328-b544-97626b2d933d.png?mark-x=237&mark-y=269&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNiZoPTM2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
6. Select the resource and click on 'Done'.
![Click on DC Dev Cham Booked ACTIVE](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/fe34ddc4-7b85-4068-9d10-d983dd3945d4/d3cab3d0-c5fd-46e3-80b1-c202460ed552.png?mark-x=1074&mark-y=126&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDgmaD04MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
7. Click on the 'Instructions' tab from the top.
![Click on Instructions](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/ccc31c3a-80c5-4e4f-84ed-30c78d522156/aaf0f60b-f1d1-4dba-b3ab-558c66894d46.png?mark-x=618&mark-y=86&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODkmaD0zOSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
Note: Learn 'How To - Configure WO Instructions'.
![Click on Add](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/aacd7645-778b-4526-9f66-e8ac339d7f13/b542dd6f-19f4-42f1-9c39-70e84654434b.png?mark-x=237&mark-y=209&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNiZoPTM2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Title : Sample Instruction…](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/0121f4dd-a59c-44c1-8e1d-03dba3162bdd/92463eae-9fdf-4d3c-b459-f016844ff978.png?mark-x=1079&mark-y=59&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDMmaD05MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
10. Upon inserting the WO instructions, you can download, edit, or remove them from this location.
Note: Please note that Jakctrade supports two types of work order pdfs to be shared with your team. One with instructions and another without instructions.
![Click on Download](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/8a9cb108-a4c1-47e1-a4ba-2e5221e4e62a/cf7f77d7-63be-4588-b6a4-6084a3722742.png?mark-x=684&mark-y=200&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05MCZoPTM2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
11. Click on the 'Documents' tab from the top, and then click on the 'Add' icon from the top right.
![Click on Documents](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/bc596b47-f9dc-43de-8144-cfdd616a2496/639b8ae4-8b72-4cbf-80a9-e984c4e6cabc.png?mark-x=798&mark-y=86&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODkmaD0zOSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on basic:icon-ico-add](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/c6a168e1-937d-4b40-ac96-1dc1ed088262/831e0da2-3b22-48df-8e93-530655c7a0fa.png?mark-x=1360&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Document Details…](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/556e8066-7e89-473d-acb8-3ad67abb0574/c7f7c9ad-703a-4c78-bf6f-b0d93c9f1689.png?mark-x=5&mark-y=68&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xNDE4Jmg9NzcwJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
13. Click on the 'Forms' tab from the top.
![Click on Form](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/ac34e3ff-c1cf-418b-a8ed-9399279d669e/a13648e2-7bad-43b0-98e7-586a8a3e6996.png?mark-x=978&mark-y=86&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODkmaD0zOSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
14. Click on the 'Edit' icon and then click on 'Insert New Form'.
![Click on basic:icon-ico-edit](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/7951309a-e73a-4223-b560-347f3ac22bb7/af4c9288-382a-42ec-9d5c-62ab39d490fb.png?mark-x=1360&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on attach media](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/1e968a72-9edd-41f8-b867-6a4889c7ef1d/b33af79e-7a03-47d1-aba6-c996ef9fe275.png?mark-x=222&mark-y=200&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNiZoPTM2JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
15. Select and insert the form that is configured from the setup.
Note: Learn 'How To - Setup Freedom Form' and 'How To - Add Custom Form'.
![Click on Title : Sample Workorder Form…](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/b5a8bb62-b602-4993-a49c-7329683e1b11/83191b7f-6a6d-4f77-bec3-26844678072f.png?mark-x=1079&mark-y=59&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNDMmaD0xMDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
16. Fill up the form details and click on 'Save'.
![Click on Sample Workorder Form](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/f83af148-1bd4-4b82-9cc5-a1d90bbc5ce3/7ae057da-8fcc-4fb3-bd80-c92aac99caa5.png?mark-x=223&mark-y=258&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTkwJmg9MjIzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
17. Click on the 'Comments' tab from the top.
![Click on Comments](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/3873ae8a-3027-4b29-ac93-d7f8a8edec24/0c4e4c6f-b453-48b0-b448-aaffce81015e.png?mark-x=1158&mark-y=86&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODkmaD0zOSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
18. Enter the comment then click on 'Add Comment' and then click on 'Save'.
![Click on Comments](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/2c7cec87-d5cb-48bb-8875-59cd7aa37ebb/105b68d3-be63-4c28-9eea-e48295aef52a.png?mark-x=222&mark-y=117&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTkxJmg9NDQ3JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
19. Click on the 'Media' tab from the top.
![Click on Media](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/d37aa564-146e-4af7-b72b-b4a08938e269/68c5a9e4-23a4-4d26-9d29-be5094a7f031.png?mark-x=1188&mark-y=86&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODkmaD0zOSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
20. Click on 'Attach & Mark Media'.
![Click on attach media](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/b5fb488c-875b-4a20-b76a-d62a65805479/e3e2762d-51ba-43c2-a532-47c595567586.png?mark-x=222&mark-y=177&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMyZoPTMzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
21. Upload the images you want to insert to the work order.
Note: You can upload the images from your System, Dropbox, or Google Drive.
![Click on Upload](https://images.tango.us/workflows/1949024a-47d4-43de-b344-2b58563f9943/steps/65c7d082-4a88-42d8-a525-316af17ef736/232f5aeb-e4c2-459c-9340-ec557feb3519.png?mark-x=281&mark-y=261&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04NjQmaD00OTEmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)