Mark a work order as No Charge/Non-Opportunity

Problem

When a work order is marked as a lead and another work order is created from that same work order, the first work order is not marked as No Charge/Non-Opportunity by default. This can cause confusion and inaccuracies in revenue reporting.

Solution

1. Go to the navigation bar and click Search.

2. Search for the work order that needs to be marked as No Charge/Non-Opportunity.

3. Select the work order you want to edit.

4. On the work order record, click Edit.

5. On the Edit Work Order page that opens, select No Charge/Non-Opportunity.

6. Click Save to update the work order.

Note: If you are selling an estimate from the office side, the original work order will be marked as No Charge/Non-Opportunity automatically.

Note: If a tech was working on a work order and found an opportunity to upsell, another work order can be scheduled from that work order. In this case, the first work order should not be marked as No Charge/Non-Opportunity because it generated revenue.