Quick Tip - Work Order Quick Add

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• Quick Guide: Login and Security Options

  See the attachment for our downloadable guide.

• Create New Non-Stock Item When Adding Items to a Work Order (iPad)

  When adding a non-stock item on a work order, users can create a new non-stock item on the iPad. This is useful for field users who might not always know which items they need in advance.  Open a work order record. Click the Items tab. Click + Add. ...

• Add Multiple Attachments

  Users can upload up to 5 attachments at one time in any format. Users can drag and drop attachment(s) for quicker uploading.  Go to the Attachments zone of any record (work order, asset, etc.). Click + Add. Click Select File. Either click Add File or ...

• Quick Tip - WO and SR SLAs

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• Version 16.2.0 (04.28.2026)

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