Features
QuickBooks Link
The QuickBooks Export module allows customers to use Work Order Express for all work order and schedule related functions and QuickBooks for accounting related functions without double entry into both systems.

Work Order Express interfaces with your current QuickBooks installation in order to use accurately updated company and customer data when creating work orders. This link with QuickBooks allows for the real-time exchange of production and accounting data, providing your business with synchronized manufacturing and financial data.

Work Order Express uses QuickBooks lists such as Customer Name, Address and Phone number to accurately identify work orders.

Work Order Express automatically links to your QuickBooks Item Lists that detail your item names, standard descriptions, and pricing information. All of this can be modified on the fly or used as-is from your QuickBooks company file. Changes made in QuickBooks are transferred to Work Order Express in real-time.

Once a work order is complete, it can be exported back to QuickBooks as a pending invoice. All customer info and line item data (including any customization made from within Work Order Express) will automatically populate a new QuickBooks invoice. Work Order Express even supports batch exports of work orders to QuickBooks, so multiple invoices can be generated by a single click of the mouse!

Create Work Orders from Scratch
Work orders can be created either from scratch, ob by importing an existing estimate from QuickBooks. Creating a work order from scratch is a breeze. Simply select customer and item information from the dropdown lists select a due date from the calendar-style interface, make any necessary changes, then save the work order to the database. It’s just that simple. Work orders can be printed, saved in PDF format for emailing, or just saved in the database for future use. Work Order Express automatically updates the real-time production schedule with the work order you just created.

Production procedures, inspection requirements, certification requirements, materials needed, or any other job-specific instructions can be placed in the Special Notes box.

Create Work Orders from an Existing QuickBooks Estimate
Many job shops, manufacturers and contractors have to generate estimates or price quotations to satisfy the needs of their customers. Now you can make this estimate creation the last time you enter the details of this job into the computer.

Work Order Express provides a user interface that allows you to select any active QuickBooks estimate and automatically turn it into a work order. Import the estimate into Work Order Express, select the due date, add a customer PO number, and say goodbye to double or triple data entry forever!

Scheduling
The production schedule is the lifeblood of most job shops, manufacturers, and contractors, so why are you still using piles of paper and dry-erase boards to plan your workload? Work Order Express gives you a better handle on scheduling by using a tool designed specifically for scheduling a flexible production environment. Do you need more good news? You don’t have to be a computer genius to use it!

When work orders are created, each line item is assigned a duration (in days). This duration is the anticipated length of time that this item will take to complete. Working backwards from the work order due date, a graphical gantt-chart style schedule is created, and gives managers an instant image that can easily reveal conflicts, as well as heavy and light times.

The Work Order Express schedule screen provides a simple tool to switch between a weekly schedule view and a monthly view for longer-range planning. Schedules can be printed or saved as a PDF document for distribution. Also, with our date range feature, you can print only the date range of the schedule you see fit.

The convenient color coded schedule bars allow managers to easily review jobs with missed or approaching deadlines. No more searching through that stack of papers to find which job is due next!

When a work order is completed and exported to QuickBooks as an invoice, the work order is removed from the schedule and updated is real-time, so you can be assured that the schedule you’re looking at is as up-to-date as possible.

See a conflict? No problem, just head back over to the work order creation screen, select the work order in question, modify the due date or duration, and the schedule updates itself instantly. It’s just that easy!

Exporting
Exporting work order data is an integral part of the Work Order Express user interface. Data can be exported in a number of different ways, depending on what you would like to accomplish.

Export Selected work orders to QuickBooks
The most common export scenario is to send work orders that have been fulfilled back to QuickBooks as a pending invoice ready to send to the customer. All customer info and line item data (including any customization made from within Work Order Express) will automatically populate a new QuickBooks invoice. Work Order Express even supports batch exports of work orders to QuickBooks, so multiple invoices can be generated by a single click of the mouse!

Work Order Express also allows the user to export the work order data in a more generic format so that the data can be used with other enterprise systems. These functions serve as a great way to periodically back up work order data, and can also be used as an intermediary file for sending data to other applications.

Export to Excel – This feature creates a file of comma separated values (Excel spreadsheet) that contains the data for all of the ACTIVE work orders. Active work orders are those that have not been deleted, or exported to QuickBooks as invoices.

Export to Excel (all) – This feature creates a file of comma separated values (Excel spreadsheet) that contains the data for all of the work orders in the database. This includes data for those work orders that have been exported to QuickBooks as invoices.