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Upload Tool
The Excel Work Order Upload Tool allows staff members, managers, and administrator level users to create up to 50 work orders at one time by uploading a tab-delimited file. Reasons buyers choose to use this tool include:
- Project-driven services
- High volume of work orders
- Duplicate service events
- Limited staff
Although OnForce provides thorough training on this tool, here are the main steps to uploading the a batch of work orders:
- Complete the required fields in the Excel file template
- Select Click to Export File, name and save as a Tab Delimited file
- Go to Work Orders > Create Work Orders and select the link, Upload file of work orders
- Browse, locate, and upload the Tab Delimited file
- A confirmation page will appear and show any possible errors
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