Auto Work Order
    Auto Work Order

    Sending Documents

    There are two ways to get a document into Auto Work Order: forward it to your unique processing email address, or drop a PDF onto the upload page. Pick whichever fits the way the document arrived.

    • Email-in
    • Upload PDF
    • Forwarding rules
    • Supported files

    Your processing email address

    Every account has its own email-in address that ends in @inbox.autoworkorder.com. You'll find it on the Home page or at the top of your Inbox. Anything sent to that address is processed automatically — the sender, subject, body and any PDF attachments are all captured.

    Forwarding from a client

    Most users set up an automatic forward in Outlook or Gmail so that work orders from a particular client are sent to the processing address the moment they arrive so no one has to remember to forward them manually.

    1. Open your mail program's rules or filters
    2. Match on the client's sender address or subject keyword
    3. Add an action to forward to your @inbox.autoworkorder.com address

    Uploading PDFs directly

    If the document came to you on paper or via a portal, scan or download it and use the Upload page. You can drag and drop multiple PDFs at once — each becomes its own document.

    Supported files

    PDFs are the recommended format. Image attachments (PNG, JPG) inside emails are also captured and stored against the document. Word and Excel files are not extracted automatically — save them as PDF first.

    Work orders in the email body (no PDF)

    If a client emails job details in plain text without attaching a PDF, use Email-Only Extraction. You configure a dedicated email template per sender so the system reads the subject and body like a work order. See Custom AI & Email-Only Extraction in this guide for the full setup walkthrough.