Screen 22 — Work Order Actions

The action sheet that opens from the "⋯ Actions" button on a work order or ticket. Grouped into technician-safe actions (things the storyboard explicitly allows in v1) and back-office-only actions (shown but disabled, so the tech knows they exist but need to ask).

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9:42
ActionsWO-000046 · HVAC Maintenance
$
Collect a prepayment
Cash, check, card or ACH
Share estimate with customer
Email PDF · print · preview
🧾
Request invoice from back office
Flag this order as ready to bill
Create a work ticket
From the next scheduled event
📦
Add planned material
Needs item + needed-by date
£
Add estimate line
Stock, non-stock or service
🧾
Log an expense receipt
Photo + AI detect · or type it in
💬
Add a note · @mention dispatch
Voice-first · opens the thread
📞
Call the customer
Adam Wilson · 206-145-4503
🧭
Navigate to site
1325 Park Ave · 28 min drive
🔒
Mark order ready to bill
Ask the back office to flag in Acumatica
v2+
🔒
Close / cancel the work order
Back office action
v2+
🔒
Issue invoice
Raised by AR
v2+