Navigating to the Estimate (BoQ)
1. From the homepage, select the "Project List"
2. Select your project from the Project List
3. In the top menu select "Finance" to open the Finance Menu
4. In the Finance Menu select "Estimate (BoQ)"
Creating a Work Order (Subcontract Order)
5. Click this checkbox.
6. In the Cost Centre heading, select the "Green Circle" Icon
7. In the Order Menu select "Add Order"
8. Under "Order Type" select "Work order"
9. Click "Save" to Continue
Edit the Work Order (Subcontract) Details
10. Under the Details tab you can edit the Scope of Work and the Work Order Amount.
11. Under the Documents Tab you can select the Documents associated with this Work Order.
12. Under the Schedule Tab you can customise the Content of your Work Order.
Generate and Send a Work Order (Subcontract)
13. In the Edit Work order screen, select "Generate & Send"
14. Click "Generate PDF" to create the Work Order.
15. Click "Email" to Email your Work Order to the Contractor / Supplier