To create a service order first you will need to create the service. Click the link below Service Scheduling Once the service is created you can then click on the blue wrench icon to select a template. Next select a template you wish to generate and click Create Service Order. This will then open the work order in Microsoft Word for you to print off or attach to an email to send to your workers. To attach to an Outlook email first select the file button in word then select share. Next select the email option Next select “send as attachment” This will then open a new Outlook email for you and attach the file to the email.