Create, Edit, or Delete a Work Order Type (Web)

Tiers: All

Before You Start:

• All work order type settings can be adjusted.
• Any edits made to a work order will be applied to future work orders moving forward.

Step-by-step instructions . . .

1

Select  Settings > Work Order Types > Add Work Order Type.

2

Create a name for the work order type in the  Description field.

3

Click and select from the  Color Code dropdown to assign the work order type. 

• Code codes are typically used to categorize work order types.

4

Select from the list of  checkboxes to apply other features and notifications to the work order.

5

Under  Recur info, select the checkbox to receive reminders when the work order needs to be rescheduled, and select how often the work order should recur (optional).

• Skip this step if you do not want the work order to recur. 

6

Enter  Default Work Needed (optional) > Default Labor Cost (optional) > Default Prince (optional) > Default Est. Minutes (optional).

• Default information will appear each time this work order is created.

7

Select from the options under  Line Item Description for Skimmer Invoices to create default invoice settings for the work order type. 

• Skip this step if you do not use Skimmer Billing.

   

8

Complete the  Email Info fields if service emails are sent after the work order has been completed. 

9

Click  Save to add Checklist Items and Items Needed.

10

To add checklist items, click  Add Checklist Items, and enter a Description > Description When Complete > Require checklist to finish stop (optional) > Require photo to complete checklist (optional) > Save.

11

To add items, click  Add Need Item > select from the dropdown > select product > enter Description (optional) > Quantity > Price > Save.

12

To edit a work order type, click the  Edit icon. 

13

To delete a work order type, click the Trash icon, and Delete.