Work Order Assignment Settings

Default Options for New Assignments

When creating a new Work Order, automatically check the "Assign this Work Order" checkbox

Default Type for New Assignments:

Unscheduled

Scheduled

Automatic Status Change

After creating an assignment, automatically change the Work Order status to:

Multiple Assignments per Work Order

Enable multiple assignments per Work Order
When enabled, each Work Order can have multiple assignments. This is useful when you want to assign/schedule multiple people to a job for separate dates/times.

Multiple Assignees per Assignment

Enable multiple assignees per assignment
When enabled, assignments can have multiple people listed as assignees.

Advanced Assignments

Enable assignment completion
When enabled, each assignment will have a "complete" or "incomplete" status that is separate from the Work Order status. This is useful when tracking multiple assignments per Work Order because assignments can be marked as "complete" independently of other assignments and without changing the status of the Work Order.

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Settings

Default Options for New Assignments

Automatic Status Change

Multiple Assignments per Work Order

Multiple Assignees per Assignment

Advanced Assignments

Invoicing

Recurring Jobs

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