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How to Create Work Orders in RazorSync

With RazorSync, you’ll schedule jobs in just a few clicks.  Whether you’re in the office or out in the field. Let’s walk through the easy, flexible ways to create work orders that keep your calendar (and your crew) running like clockwork.

How to Schedule a Work Order

On Your Computer (Browser Version):
You’ve got two ways to book that next service call or installation—choose what fits your workflow!

Option 1: Schedule from the Schedule Page

  1. Jump into your Schedule: Click on the Schedule page—your virtual dispatch board.
  2. Pick the Time: Click the starting time slot for your work order and drag your cursor to cover the duration needed (let’s say, a morning job from 9–11am).
  3. Add Details: In the pop-up, select your customer and enter a job title (like “Water Heater Repair” or “Spring Lawn Cleanup”).
  4. Assign Your Tech: Pick the team member who’ll crush the job.
  5. Choose the Location: If your customer has multiple addresses (think property managers!), select the right one.
  6. Finalize: Hit “Add” to lock it into your schedule—no double bookings, no headaches.

Option 2: Schedule from the Customer Page

  1. Find the Client: Navigate to the customer’s record and hop into the Service Requests tab.
  2. Start a New Request: Click “Add New” and fill in the job title.
  3. Choose the Address: Where’s the job happening? Pick the correct location.
  4. Add a Description (Optional): Share any extra details that help your tech prepare.
  5. Set the Time: Enter the start and end times for the job.
  6. Save: Hit “Add” and you’re good to go. Heads up: Assign a technician to these jobs after creation so they appear on your tech’s calendar!

On Your Mobile App (iOS & Android):
Perfect for dispatching on the go!

Option 1: Schedule from the Schedule Page

  1. Open the Schedule Tab: Tap the big plus sign (➕) to start.
  2. Select ‘Service Request’: You’ll see the request form.
  3. Add the Job Title: Describe the service (“HVAC Tune-Up” or “Leak Fix”).
  4. Skip Service Request ID: Leave this blank—RazorSync will create it for you!
  5. Choose Start/End Time: Select when you want the job handled.
  6. Pick the Customer & Address: Tap to select the client, and choose the right address if needed.
  7. Confirm: Tap the green checkmark to save. Just like that, your job is booked!

Option 2: Schedule from the Customer Page

  1. Find the Customer: Tap “Customer” and select the right client.
  2. View Service Request History: Scroll down and tap the plus sign (➕).
  3. Describe the Job: Enter the job title.
  4. Skip Service Request ID: Make life easy—leave it blank.
  5. Set Start/End Time: Pick your window.
  6. Location Check: If needed, confirm or select the job address.
  7. Save: Tap the green checkmark to lock it in.

⚡ Pro-Tip:
Did you know you can drag-and-drop work orders on the desktop schedule to instantly reassign jobs to another technician? No phone calls, no confusion—just smooth, real-time changes.

Wrap-Up:
Scheduling work orders shouldn’t take you away from your real priorities—serving clients, growing your business, and keeping your team busy. With RazorSync, creating and assigning jobs is fast, easy, and totally connected—so you spend less time on admin and more time winning new business. Ready to put your schedule on autopilot? Give these steps a try and see just how smooth your days can be!