video1.0<iframe src="https://www.loom.com/embed/717c0a46bb704b2387cee65423419ac4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/717c0a46bb704b2387cee65423419ac4-a8fc0b90e45bb984.gif220.067Using the "Link to Work Order" Quick Action Button on a Quote or a Sales OrderIn this video, I explain the importance of work orders at Home Source Systems. I demonstrate how to create a new work order using the quick action button, schedule the job, assign it to a specific truck, and add necessary details. By following these steps, we efficiently manage tasks before delivery or service calls.