1. From any Work Order, select Email (under the Print Options)
   
2. Click the Select Template button (it may display the name of a template)
   

   Show me

   

    

    
3. Select the Email Template used for work orders, then click Edit Template.
   

   If you don't have a template for work orders, you can add a template.

    
4. Select a spot in the email body that will display the button.
5. In the Static Data area, search for Online Work Order Link. Click it to add it to your email.
6. Save.

The content of the Online Work Order uses the selected layout set in the Print Options area of the Work Order.

Show me

 

 

If you want to, you can create a customised layout for Online Work Orders and even set this as a default either for all work orders, and/or for individual contractors.

Set up an event message to set up automatic alerts when a work order is accepted, declined, or needs more information.

To set up a notification for changes to work order acceptance status:

1. Go to Site Admin > Settings > General > Event Messages.
2. Select an Event to trigger the notification. Select either:
   
   1. Work Order Acceptance Status - Accepted
   2. Work Order Acceptance Status - Declined
   3. Work Order Acceptance Status - Need More Information
      

      Applicable events

      

       

       
3. Choose the message type, either Add Email, Add SMS or Add Webhook.
4. Complete the event message fields.
5. Click Save Settings.

We recommend you create three event messages: one for Accepted, Declined, and Need More Information.

See the image for some suggested settings or expand the section below: