---
title: "Create Work Order"
slug: "create-work-order"
updated: 2026-08-11T11:51:50Z
published: 2026-08-11T11:51:50Z
canonical: "help.idibilling.com/create-work-order"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Work Order

This action is located in the gallery under the Field Service Order category. It creates a work order in the IDI platform and sends the work order to Zinier. This includes creating/updating the Zinier customer account, creating/updating the Zinier work order site, and creating the work order.

Review the required and optional parameters below and determine how to source the values. You can:

- Populate the values manually using user defined extended data.
- Populate the values automatically using data lookups.

Parameters marked with an asterisk are required.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90218.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A43Z&se=2026-11-14T11%3A21%3A43Z&sr=c&sp=r&sig=lCDz15kj2dkc4zKYvCNhzmkhO9Zew9UipFp2KZILUQ0%3D)

Below are examples of data lookups to populate the Customer ID and Customer Name parameters:
- Customer ID = **#[Order(@[CartID]).CustomerID]**
- Customer Name = **#[CustomerSummary(@[CustomerID]).CustomerName]**

| Customer ID | This is the IDI customer ID for whom the request is being generated, |
| --- | --- |
| Customer Name | This is the customer name. |
| Address Reference ID | This is the contact ID or service adddress ID used to create or update the site in Zinier. |
| Contact Name | This is the customer contact name. |
| Address 1, 2 & 3 | Use these fields to specify the full address of the customer site, including city and state. > [!NOTE] > Note > > Zinier will use the full address to perform latitude and longitude look-ups to aid in GPS mapping. |
| Phone Number | This is the site contact phone number. Use the contact’s mobile phone as Zinier has the capability to send SMS text updates. |
| Email | This is the site contact email address |
| Region | This is the Zinier region. > [!NOTE] > Note > > It may be helpful to map the Zinier regions to an existing IDI value, like Market. |
| Site Name | Provide a descriptine name for the Zinier site. |
| City | This is the site city. |
| State | This is the site state. |
| Country | This is the site country. |
| Zip Code | This is the site zip code. |
| Workflow Signal Name | This is the Signal Name that will be used to advance workflow when the Zinier work order is completed. Signal Name is specified in ther Wait for Signal action as described below. |
| Work Order Type | This is the work order type, configured in Workflow, to be used for this field service order. |
| OrderID | Assign the "@[CartID] value if using with ?????? |