Changing the "Work Order" Default Status

Introduction:

Creating your own customized default terms in the status field is easy to do and can be done by following the following steps:

This article applies to + Basic, + Professional, and + Enterprise.

Instructions:

1.  Click on the Work Orders icon, on your main ribbon.

If a Work Order is already closed, it will need to be re-opened in order to proceed.

 If creating a new Work Order, all required fields must be filled in and then saved before you can proceed to Step 2.

2.  Click on the Module Settings icon on the far-right side of the ribbon.

3.  Click on the Work Order Status found under the Lookups section on the left-hand side of the screen.

4.  Click on the New icon in the pop-up screen.

5.  Type in your desired wording in the Status field, then click on New.  Your term will now be added to the Work Flow choices on the right half of the pop-up menu.

6.  Upon exiting the pop-up window, select the newly created field for the status in the Options section, then select Save.  This will now change the default status for a new Work Order.

Useful Information and Links:

Useful Links to Related Articles:

To learn more about the Definitions of Fields in a Work Order, click here.

To learn how to Create a Work Order, click here.

To learn how to Add a Service Item to a Work Order, click here.

To learn how to Manually Add Labor to a Work Order, click here.

To learn how to Re-Open a Work Order, click here.

To learn how to Add a Hyperlink to a Work Order, click here.

To learn how to Copy a Work Order, click here.

To learn how to Customize the Current Status Lookup in the Work Order Process, click here.

To learn how to Add an Attachment to a Work Order, click here.

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