Preferences – Work Orders

By |2021-08-27T10:13:19-05:00March 23rd, 2018|Comments Off on Preferences – Work Orders
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The Work Orders preference window is where to configure defaults and settings related to work orders.

Form Access

  • From the main menu, click Edit > Preferences, or

  • From the toolbar, click the Preferences button.

Field & Button Definitions

  • Required Fields – Ticking an available checkbox in the required fields area makes that component mandatory in work orders.  When ticked, the program will not allow a work order to be saved without first entering the required information.  The available required components are:
  • Require Client PO – When ticked, a client purchase order number must be entered before a save is allowed.
  • Require Marketing Type – When ticked, a marketing type must be selected before a save is allowed.
  • Require Ordered By – When ticked, the individual who is placing the work order must be entered in the “Ordered By” field before a save is allowed.  For instance, if Aaron Cook from your customer Sunflower Packaging is requesting service, enter “Aaron Cook” in the “Ordered By” field.
  • Allow Duplicate Work Orders – When ticked, allows multiple work orders to share the same work order number.  The program understands that each work order is a separate entity which happens to share a common work order number with another order(s).
  • Work Order Page/Email Options – A number of self-explanatory work order components may be included when paging or emailing work order information.  Simply tick the checkbox of each component to include in the email or page.
  • Use Message Spanning – Cell phone companies typically limit the number of characters in a single SMS text message.  If you discover that your paged/emailed work orders are exceeding the character limit, tick the Use Message Spanning checkbox to enable the funtion.  This feature will split a single large message into a series of smaller messages having characters equal to or less than the number of characters specified in the “Split At _____ Characters” field. The text message recipient will then receive message 1 of 3, 2 of 3, and 3 of 3 (or however many split-messages it takes to send all of the information contained in the original message).

Related Topics

Preferences – Overview
Work Orders

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.


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