Procedure to Set Up a Work Order
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Navigate to Settings:
Go to the Settings section of the system. -
Access Work Order Setup:
Click on Core Setup and select Work Order. -
Set Up Service Type:
- Create the Service Type to define the nature of the cleaning, request, or service (e.g., Deep Cleaning, Maintenance, Repairs).
- After creating the service type, ensure to check the “Active” checkbox to enable it for use.
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Set Up Work Type:
- Create the Work Type to categorize the type of work (e.g., Billable, Janitorial, Engineering Request).
- Link the Service Type you created to the corresponding Work Type.
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Optional: Define Paid Service:
- Specify whether the work order is a Paid Service by selecting the appropriate option.
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Save the Configuration:
- Review all entries for accuracy.
- Click the Save button to finalize and store the work order setup.
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