The table below provides an overview of the site admin settings that control the behavior of work orders.
Click the blue links on the left to access full instructions for each setting.
| Setting | Description |
|---|---|
| Print & Email Defaults | Set up default layouts, email templates and default email addresses for work orders. |
| Custom Fields | Set up extra fields for recording additional information on work orders. |
| Default Hourly Cost Rate ($) | Set a default hourly cost rate for work order labor line items. Contractor labor rates Contractor Labor Rates set on the contractor card will take precedence over this value |
| Default Hourly Charge Rate ($) | Set a default hourly charge rate to be applied to work order labor line items. This value will be shown in the task Labor section. Contractor labor rates Contractor Labor Rates set on the contractor card will take precedence over this value |
| Default Contractor Labor Markup (%) |
Set a default markup to be applied for Work Order labor items. This markup will be visible on the item on the task. This is ideal if you want to add an extra percentage on what your contractors charge you, and you won't need to set a default charge rate, or contractor-specific charge rates. |
| Automatically add New Items to Task |
Check this box if you want work order items and costs to be automatically added to Task Materials and Labor. If this option is disabled, work order items will be displayed on the Work Order and within Task Materials with a task quantity used value of zero (no costs allocated to the job). |
| Use Tax Inclusive Pricing | Set the default tax status for all your work orders to 'Tax Inclusive'. |
| Default Acceptance Status | This setting determines what acceptance status will appear when a Work Order status is set to Approved:
|
| Default Work Order Note Restrictions | Set the defaults for who has access to work order notes. |