Work Order Settings

# Work Order Settings ## What is it? Work Order Settings let you control how Work Orders behave across your entire system. You can set default payment methods, define work types, create custom statuses, enable ad-hoc Work Orders on maps, and control which fields appear when creating Work Orders. ## What can it do? - Define the types of work you do and set default materials for each type. - Create custom Work Order statuses beyond the standard ones. - Set payment methods available when creating Work Orders. - Enable the ad-hoc Work Order map so field workers can pick up jobs nearby. - Choose whether items and forms are automatically added based on work type. - Set default customer names for jobs with no fixed customer. - Control whether Work Order reschedule changes are logged and tracked. - Set a numbering scheme for Work Orders. ## How to use it **Access Work Order Settings:** 1. Click **Settings** in the left menu (at the bottom). 2. Use the search box to find specific settings. 3. Common Work Order settings include: - Work Types - Work Order Statuses - Payment Methods - Ad-hoc Maps and Radius - Device Policies **Create custom Work Order statuses:** 1. Go to **Settings** > **Project Settings** > **Project Statuses**. 2. Click **Add**. 3. Enter a **code** (short identifier). 4. Enter a **description** (e.g., "On Hold" or "Waiting for Parts"). 5. Enter an **order number** (controls list order). 6. Choose the **status type** if needed. 7. Click **Save**. Custom statuses will now appear in the status field on Work Orders. **Enable ad-hoc Work Order maps:** 1. Go to **Settings** and search for **Device policies**. 2. Click on the **Map** section. 3. Check the boxes: - **Map view enabled** — allows map view in the app - **Show adhoc work orders** — shows ad-hoc jobs on the map 4. Optional: set a **radius** to limit how far away jobs are shown. 5. Click **Save**. Field workers can now see and pick up ad-hoc Work Orders from a map. **Enable items and forms to auto-add:** 1. Go to **Settings** and search for **Work Order**. 2. Look for an option like **Items and forms will be automatically added when selecting work type**. 3. Check this box if you want forms and materials to appear automatically. 4. Save the settings. Now when you select a work type, standard forms and items will be added automatically. **Set the default customer for anonymous jobs:** 1. Go to **Settings** and search for **Default Customer**. 2. Select a customer from the list (usually a "General" or "Anonymous" customer). 3. Save the settings. Jobs with no specific customer will be linked to this default customer for tracking. **Enable reschedule logging:** 1. Go to **Settings** and search for **Reschedule log** or **Enable reschedule log**. 2. Check the box to turn it on. 3. Save the settings. Every time a Work Order date is changed, the change will be recorded with the date and person who made it. ## Things to watch out for - Work Order settings apply to **all users** in your account unless individual device policies override them. - Custom statuses can help organize your workflow, but adding too many can confuse your team. - The ad-hoc map radius should be set based on your service area. A very large radius may show irrelevant jobs. - Some settings are **license-dependent**. If you do not see certain options, they may not be available in your license plan. - Changing work type settings will only affect **new** Work Orders, not existing ones. - The default customer setting should point to a real customer record so work is tracked properly. ## See Also - [Create a Work Order](create-a-work-order.md) - [Work Order Statuses](work-order-statuses.md) - [Work Order Customization](work-order-customization.md) - [Company Settings](../settings/company-settings.md)