Skip to main content
S
Staudinger
April 8, 2021
Question

How Do I Create a Work Order?

  • April 8, 2021
  • 4 replies
  • 0 views

I don't know how to make a work order...

 

some service industries typically follow a particular flow (in this case I'm referencing general contracting):

 

Create ESTIMATE for prospective client --> prospective client accepts estimate --> WORK ORDER generated --> work completed --> INVOICE sent to client --> get paid --> produce RECIEPT

 

The program is clearly missing a critical function. You have customers who have been begging for the function for the better part of 3 years... And before someone suggests it... No "delayed charge" is not a proper work around. No I will not integrate Jobber or some of the other incredibly pricey app. After a monthly fee for QBO I'm not forking over more money for an integrated app when the one I'm paying for already isn't cheap and SHOULD BE DOING IT.

 

Stand up a scrum team and start implementing some of the most basic yet critical functions your customers have been begging for for years.

 

 

    4 replies

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    April 8, 2021

    We have yet to find the same feature in other competitors. We have to utilize an additional app to do so.  Although QB Desktop doesn't include a built-in work-order form for this purpose, the Premier and Enterprise Solutions versions allow you to modify a sales order form into a work order form. QuickBooks tracks the work orders just as it does regular sales orders, linking the orders to specific customers and invoices.

      L
      LauraAB
      April 8, 2021

      Hi there Staudinger,

       

      I can see how important having the option to create a work order in QuickBooks Online is for you since you've also come across and commented on another thread about it. I hear what you're saying about how there have been a wide variety of users asking for this feature and how the solutions suggested don't fit your needs or budget.

       

      As has been discussed on that thread and suggested to you by my colleague, leaving feedback about this yourself is the way to go to share your thoughts. While the Community forum is a great place to ask questions and share ideas, our product development team is forwarded the comments from the feedback feature which they can read and consider for future updates. I don't have information on when or if a requested feature might be implemented, but it's the best course of action to make your request.

       

      If you'd like, you can bookmark our QuickBooks Online Feature and Product Updates page to keep in the know of what's added to the program. I know it's vital that you have a program that's meeting your business needs, and I encourage you to evaluate and explore to make sure you have the right accounting software for you.

       

      I know this isn't the response you're hoping for with this. I'll also be around if you have further questions or concerns.

      Vega Marine
      March 4, 2023

      Hello all.

       

      Has there been an update to this issue?  Work orders are an integral part of most service businesses and I would hate to have to find another product that can do everything QBO does plus the appropriate work order function so I do not have to duplicate the same info into another product. 

       

      Regards

        S
        StaudingerAuthor
        March 31, 2023

        Imagine…

        No there hasn’t.

        M
        Michel P
        April 19, 2023

        only working for invoices and not estimates - select Sales - All sales - Select the range or type - Click on the blue arrow pointing down - select print packing slip 

          S
          seawallcontractor
          July 21, 2023

          Print Packing Slip - BEST WORK AROUND YET

          C
          Citadel
          December 8, 2023

          I too have a service based business and QB online is an outstanding tool for my estimating and invoicing I have been looking into 3rd party software for work order function. It seems like a simple feature on the tech side and it would truly be utilized my many no doubt. Please add this feature QB! 

            Terms & ConditionsAccessibility statement