How to Create, Edit, and Delete a Work Order

This guide quickly shows how to create, edit, delete, and restore work orders so you can manage tasks, vendors, billing, attachments, and assigned users accurately. It highlights required fields, contact and vendor selection, and restrictions when a work order is linked to bills or payments. Follow it to avoid mistakes (like locked fields or undeletable orders) and keep records consistent.

32 steps

How to Navigate to Work Orders

From the navigation menu, select **Work Orders**.

Work Order Overview

How to Create a New Work Order

Select **Create a new Work Order**. **NOTE:** You can also select the **+** on the navigation menu to create a new work order.

Select the **Property/Company** from the dropdown menu.

Enter a **Work Order Name**. The **Work Order No** should auto-populate, but you can change it if needed.

Select a **Vendor** from the dropdown menu. If you do **not** need to select a different entity type, skip to step 10.

Select the **Vendor** **icon.**

Select the **entity type** from the radial menu.

The **Vendor dropdown menu** will update.

Select the **Point of Contact** field > Choose a **point of contact**. **NOTE:** If you need to add a contact see the section How to Add Contact.

Select a **work order type** from the dropdown menu.

Select the **Ref Number** field > Enter a **reference number**.

Select a **user** from the **Select Assigned User** dropdown menu.

Select a **status** from the **Status** dropdown menu.

Select a **due date**.

Select a **priority** from the **Priority** dropdown menu.

Select the **Description of Work** field > Enter a **work description**.

Select **Click or Drop Files Here** to upload a file from your computer (e.g. an estimate).

Select the **Account** field > Choose an **account** from the dropdown menu.

Select the **Amount** field > Enter the **amount**.

Select the **Memo** field > Enter a **memo** if needed.

Select the **Tenant** field > Choose a **tenant** from the dropdown menu.

Select the **Billable** box to make the work order billable to the tenant > Select **Save.**

Select **Save**.

Select **Back To List** to return to the list of work orders.

How to Edit or Delete a Work Order

Select the **Edit** icon.

Make the **necessary edits** > Select **Save.**

If a Work Order is attached to a Bill, it cannot be deleted, and **editing is limited: the Property/Company and Vendor fields will be locked.** Line items can still be edited on the linked Bill.

To delete a work order, select the **delete** icon on the work order list > Select **Yes**.

**Deleting a work order will remove it from the work order list.** It can be restored from the **Trash Bin**. To learn how to restore a deleted file, see [Navigating to Trash Bin & Restoring Files in RAAMP](https://support.raamp.com/wiki/33). If a Work Order is attached to a Bill or Payment, it cannot be deleted unless the Bill/Payment is deleted first.

How to Add a Contact

Select **Add Contact**.

Select the **type** **of contact** from the **Type** dropdown menu.

Select the **contact** from the dropdown menu, or add a **new contact** by entering their name and selecting **Add XXX**.

Select **Add**.