Work Order Settings
You can get to this part of the system by clicking the gear-shaped button on the right side of our blue Admin Toolbar, click Settings, then clicking the POS Settings tab, then the Rewards tab.
Work Order Ticket Message - You can enter the 'fine print' that goes on all of your service Work Order tickets. Your Work Order Ticket Message should include all of your policies that deal with service work as well as any 'legalese' such as disclaimers (see the sample note above) and other statements to protect you legally. We encourage you to add some personality to your message, beginning and ending it with friendly and warm statements.
Target Date Default - Whenever you create a new Work Order, the system by default will enter today's date as the Target Date. Using this setting, you can change it to however many days out you average for your work orders. For example, if you set the Target Date Default to 7 days, all of your Work Orders will start with a Target Date of one week after whatever the current date is. You will still be able to adjust the date within each Work Order as needed.
Save Your Work! Please note that after you have adjusted your settings, you need to find the green Save button at the bottom of the screen and click it or the system will not keep the changes you made!
Using the Work Orders Module
You can get to this part of the system by clicking on the POS link in the blue Admin Toolbar and then clicking on the Work Orders link below.
The main Work Orders screen has several key functions you'll need to know how to use. Before you start working with your work orders, you can set your Location so you're working with the right customers, if you have multiple locations in our system. You can start a new service job by clicking the New Work Order button (more on that process in the next article). By default, our system will only show your recent service jobs, but you can turn that off if you need to look up an older one by clicking the Show Only Last 3 Months toggle to Off. If you need to look up someone whose work order is already done, you can toggle the Show Completed Work Orders switch to On.
In the upper right, you have the ability to Search through whatever work orders are active on the screen. To access any of the work orders visible in your list, you can click on its Status and it will open for you. You can click on any of the column header titles and it will sort the active work orders, clicking again will reverse the sort. You can also click to Manage Technicians directly from the main screen with the button in the upper right. When the panel on the side pops up, you can either edit an existing Tech in the system by clicking their name, or you can add a new one. Be sure to click Save once you're done so the system will keep your changes.
Processing Work Orders
This interface is the main area you will use to access and work with your work orders, whether they are in progress or completed. It is also where you will go in the system to create a new work order. Once a work order is complete, and the customer has come to pick it up, you will use the Register to complete the order.
Next Step: Creating and Completing Work Orders