Work Order Format

Within CF, you have the ability to customize the content that appears or doesn't appear on the printed work orders. You can access the work order format window on the daily calendar, located in the left sidebar.

By following these step-by-step instructions, you should be able to efficiently navigate, access, and print work orders in the updated UI of The Customer Factor. Let's start!

Access the Calendar:

• Navigate to the "Calendar" section on the left and click on Daily:

Open Work Order Format:

• In the Daily Calendar view, look for the "Work Order Format" button on the left side.

Clicking the "Work Order Format" button will open a new screen. This screen is designed similarly to the invoice format but with additional elements specifically tailored for work orders as shown below:

Printing Work Orders:

On the Daily Calendar view, check the boxes on the right of any appointment for the day. You can either.

• Click "Check All" to select all appointments.
• Manually select specific appointments by using the "Select" checkbox next to each.
• After selecting the desired appointments, locate and click the "Print Work Orders" button at the bottom.
• Follow any on-screen prompts to proceed with the printing process.

That's it, and Congratulations! You have successfully printed work orders using the new user interface in The Customer Factor.

Happy Printing!