Point of Sale Settings: Work Orders Tab

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 > POS Settings > Work Orders 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!