Create a work order

What this does

Opens a new job for a customer so you can log time and add charges as you work.

Before you start

• You need permission to create work orders (owners, admins, managers and staff by default).
• Already have an approved estimate? Don’t start from scratch: convert it, and every line, tax, discount and deposit comes across. See Convert an estimate to a work order.

Steps

1. Click Work Orders in the left menu, then Create work order (top right). You can also open a customer, click their Work Orders tab and click New work order. If nothing happens, wait a moment for the page to finish loading and click again.
2. Fill in the Create work order form:
   • Customer (required): choose Customers or Company Projects, then start typing the name and pick it.
   • Project (optional): link the job to one of the customer’s projects.
   • Prefix (optional): how the number starts, for example WO-2026-. Your default prefix is already chosen. See Work order settings.
   • Currency: CAD or USD. It starts on your account default.
   • Description (optional): a short label for you, for example “Kitchen remodel, electrical rough-in”. The customer doesn’t see it.

3. Click Create work order.

What happens next

The new work order appears at the top of the list with its number (for example WO-2026-01096) and No items. Click Open to start adding lines. See Add lines to a work order.

Inside the work order you can also change the Project, Schedule on calendar, attach Files, and change Bill to (who the invoice goes to). See Bill-to destinations.

A customer missing from the Customer list may be archived: restore them first (see Archive a customer).

Archive or delete a work order

Use the box icon (archive) or bin icon (delete) on the work order, and confirm. Deleting asks “Delete work order [number]?”: it disappears from the app and its number isn’t reused (if you delete one by mistake, contact support: deleted work orders can be recovered). Archived work orders move to a collapsed Archived section on the customer’s Work Orders tab, where you can restore them.

• If the work order has a requested but unpaid deposit, AysOps asks first, then cancels the deposit invoice too, so the customer can’t pay for a job that no longer exists.
• If the deposit has already been paid, the work order can’t be removed: “The … deposit on … has already been paid. Refund or reconcile it before removing this work order.”
• Any calendar appointments for the work order are cancelled.

Related articles

• Add lines to a work order
• Track time on a work order
• Work order settings