Create, Edit, or Delete a Work Order Type (App)
To learn how to add, edit, and delete Work Order types in the Skimmer app, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
While Skimmer gives you default work order types, you're not limited to those. You can set up your own types and tailor them to your own needs. To do this, start by opening the Skimmer app, tapping on the Settings tab, and tapping on Work Order Types. You'll see the current list of preset types. To add a new one, tap the PLUS sign at the top of the screen.
Now we can begin to fill out our basic information, starting with the description, or label describing the type of work order. Pick the color code next, which will display on your route in order to differentiate this work order from your regular route stops. Choose a recurrence if you wish, and then choose whether you want to toggle on the four options. For now, we'll leave the first two toggled on and also change the third to be toggled on. Then you can specify the type of work this job will require, along with default labor cost, default charge to customer, and default duration. These defaults can be overridden when you actually schedule this work order type. That will be covered more in another video.
In the Email Info box, you can configure what the customer will see in their email notification. For now we'll just put in an email subject. We can always go back later to add a default header and message. Note also that we have a Checklist box at the bottom of the screen, which will be covered more during the Edit portion of this tutorial. For now, we have what we need to get started, so we'll go to the top of the screen and tap SAVE. Then we'll see our new Work Order Type has been added to the list.
To edit your new Work Order Type, tap its name on the list. The edit screen will appear. Now we're going to flip on the last toggle and allow techs to add this type of work order. Also, slide to the bottom of the screen and you'll see you can add a Checklist item. Tap the add button. That brings up a description box. These function just like the Checklist items of a typical route stop. Your tech can swipe them to indicate a task has been completed, and it will also show up on the email report. Tap SAVE when ready, and we now have a checklist item. To save your changes, tap SAVE at the top of the screen.
Let's say you've decided you don't want this Work Order Type anymore. To delete, it's as simple as swiping left on the item. You'll see a trash can icon appear. Tap the icon and confirm deletion. Once you've settled on the all the changes you want to make, it's a good idea to have your techs perform a sync so that all these changes reflect in their app.