Creating and Managing Work Orders

Create work orders, receive bids, and track vendor work.

Creating and Managing Work Orders

Work orders let you assign work to vendors and subcontractors, track bids, and manage costs.

Creating a Work Order

1. Open a project
2. Go to the **Work Orders** section
3. Click **Create Work Order**
4. Fill in:

Work Order Lifecycle

Receiving and Reviewing Bids

1. Set the work order to **OPEN_FOR_BIDS**
2. Vendors in your vendor list can submit bids
3. Review bids with pricing and scope details
4. **Award** the work order to the best bid

Tracking Progress

Once a work order is awarded: - Track completion status - Record payments to the vendor - Monitor costs against the original budget - Mark as completed when work is done

Cost Tracking

Work order costs are included in your project's financial reports: - Original budget vs. actual cost - Payments made to the vendor - Outstanding balance