Work order checkbox groups are templates that guide employees through pre-order and post-order tasks, helping standardize repair processes. Follow these steps to manage checkbox group:
From Dashboard, click the Work Orders tab.
Click the three-dots (...) in the top-right corner.
Select Manage Checkboxes.
Click Add Checkbox at the bottom.
Enter a Group Name.
Add steps for Pre-Order or Post-Order tasks. Once done, click save.Click Edit to update an existing.
Once done, click save.To remove the existing Check Box, click Delete.
Note: Use checkbox groups to standardize repair processes and ensure consistency on work orders.
Managing Work Order Statuses
You can easily add, edit, reorder, or delete statuses directly within the system to match your team’s operations. Follow the steps below:
From Dashboard, click the Work Orders tab.
To change the statuses, select the (...) menu.
Choose Manage Statuses.
Manage your Work Order status.
Follow the steps below to manage the status:
Edit or Reorder a Status.
Select Edit, then adjust the Sort Order to move the status earlier or later in the process.
Add a New Status.
Select Add Status and enter the required information.
Delete a Status.
Select Delete next to the status you want to remove, then tap Done in the top right corner.