RO App

Work Orders. General information

Amalia

Christina

Xenia

In this section you can easily customize your work order

Workflows

Learn how to create a new customer work order in RO App

How To Create New Work Orders?

Learn how to create new work orders, assign managers and specialists, add products, clients, and payments in RO App

How to create a work order on the Workflows page?

How to Create a Work Order from an Estimate?

How to Create a Work Order from an Inquiry?

How to Create a Work Order Using the API?

Learn how to create a work order from Chat

How to Create a Work Order from Chat?

Learn how to quickly create new work orders from an incoming call card in the RO App to speed up call processing

How to create a new order from an incoming call

Creating Work Orders

Find out where all work order history is stored and displayed

The Work Order Event Feed

Find out what methods of changing the work order status are available in RO App

How To Change Work Order Statuses?

Learn how to add labors / services and products to work orders

How To Add Services And Products To Work Orders

Learn how to add, view, and manage files in an order, as well as change their status and visibility to the client

How to add and manage files in a work order

Find out how to transfer work orders to another location

Transferring Work Orders Between Locations

Find out how to assign labors to different employees in one Work Order

How To Assign Multiple Specialists In One Work Order?

How to duplicate work orders in RO App?

Learn how to add a payer to work orders or estimates in RO App, configure the field in the form editor, and use it correctly in documents

How do I add a payer to a work order or estimate?

Learn how to set and change a client warranty in the order / sale

How to set or change warranty period for products / services in the work order / sale?

Learn how to enable product reservations, create and edit reservations, automatically or manually, and manage them effectively

How to reserve products for client orders

Learn about Work Orders editing, transferring, statuses, adding services to the Work Order

Working with Work Orders

Find out how to edit the Work Order Table and its display format

The Work Order Table

Learn how to schedule a client's appointment with a specific master and how to control the resource load of a location

The Work Order Scheduler

The Work Order Board View

Learn how to apply filters on the Workflows page, configure advanced criteria, and save filter templates for fast and convenient sorting

How to use the Filter for Work Orders?

Learn how to use and what the badges show in the work order table

Work Order Badges

Learn how to make search Work Orders faster

How To Search Work Orders?

Learn how to quickly perform the same actions for multiple orders at once: change statuses, print documents, and more

How to apply bulk actions to multiple orders

Learn about the features of the Work Orders table, filters, badges, search, and group actions

Managing Work Orders

How to Manage Incomplete Work Orders?

Learn how to process warranty work orders in RO App

How Do I Place A Warranty Work Order?

Learn how to organize delivery in orders, track delivery time, and manage courier workload efficiently using the built-in scheduling tools

How to Set Up and Manage Delivery in Work Orders

Learn how to set up rental and leasing of assets, create orders, track statuses and movements across inventories

How to organize rental and leasing work orders

Step-by-step guide for businesses that make finished products from materials or components

How to set up production orders in RO App

Learn how to account for redeemed assets in RO App and quickly choose the appropriate way to work with them in the system

How to process the redemption of an asset from a client

Everything about order types and scenarios for working with them

Industry Specific Work Orders

Learn how to correctly and successfully close orders in the system, and what actions should be taken if a client refuses services

How to close successfully completed and unsuccessful orders

Learn how to pay a single work order across multiple payment methods, giving you maximum flexibility for your clients

How to pay for a single order using multiple payment methods?

Learn how the payment link for payment via a public page is generated, how the client makes the payment, and what is displayed in the payment history

How to accept payment for an order through a public page

Learn how to process a return of products or services from a client, reflect it in the Inventory, and issue a refund

How to create a client refund from a work order

Learn how to delete orders and transactions correctly so that your balance and financial reports remain accurate

How to delete orders and related payments

Find out about final steps of working with orders

Closing and Paying for Work Orders

Learn how to create a work order in the RO App mobile application

Creating Work Orders in the RO Mobile App

Learn how to add services and products to a work order directly from your phone using the RO Mobile App

Adding and Editing of Services and Products in Work Orders with RO Mobile App

Find out how to make a prepayment or work order payouts via the mobile application

How to create work order payments in the RO Mobile App?

Learn how to create a payment in the mobile app, send a link or QR code to the client, and accept payment via the public order page

How to get a work order paid via mobile app

Find out how to close work orders in the mobile app

Closing Work Orders Via The RO Mobile App

How to use Scheduler in the RO App mobile application: main features

The Work Orders Scheduler in the RO Mobile App

Everything in a single app: from order creation to order completion

Work orders in the mobile app

The following are common causes of why the created work order is not displayed and how to fix them

The created work order is not displayed in the Work Order Table. What should I do?

Find out how to avoid the error "Duplicate Serial Numbers"

Why Does the Error "Duplicate Serial Numbers" Appear When Creating a Work Order?

Look for answers to the most common questions in the Work Orders section

Q&A (Work Orders)

Public API

Publiczne API

Публичный API

Публічне API

API Publique

Öffentliche API

API Pública

Book a Demo

Zarezerwuj Prezentację

Забронировать Демо

Забронювати Демо

Réserver une Démonstration

Demo Buchen

Marque uma Demonstração

Reservar una Demostración

Video Tutorial

Poradniki Wideo

Видео Обучение

Відео Навчання

Tutoriel Vidéo

Video-Tutorial

Tutorial em Vídeo

Tutorial en Vídeo

Go to RO App

Find answers and get help from Intercom Support and Community Experts

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