Custom Work Order Forms and Checklists

Custom Work Order Forms and Checklists

If you require specific information to be gathered and recorded with a work order, you can create your own form.


Creating a Work Order Form

  • Go to Office > Back Office Settings > Work Order Settings > Work Order Forms.
  • Click Create New Form.
  • Name the form and, if desired, change the success message

  • Click Create Form button
  • You will now add at least one field to your form. Choose the field type from the drop down menu.
    • NOTE: You cannot currently rearrange the fields once they are created, so be cautious and create them in the desired order, top to bottom.
  • Field type choices:
    • Text (short form custom entry)
    • Paragraph Text (long form custom entry)
    • Multiple Choice (check boxes)
    • Tick Boxes (radio bullets)
    • Choose From List (drop down menu)

  • Enter the field information and check the validation box if the field is required before the employee can proceed. Some examples of different field types:
Text field:


Multiple Choice:


Both once saved:


  • Click SAVE FIELDS to save your form fields.

Setting Custom Forms as the Work Order Default Tab

  • If you’d prefer for the first tab that an employee sees upon creating a new work order or when landing on the work order form be the Forms tab, go to Office > Back Office Settings > Work Order Settings > Work Order Settings > Configuration.
  • Select either Services or Work Order Form for your default tab display.

 

Using Work Order Forms

  • If you are using the Work Order Builder to start your work order, you will select your services and items to service as usual then once you’ve clicked Done and are back onto the POS screen, click “Send to WO Form.”
  • Or, if you have gone straight to Work Order Form / Create New Work Order, you will see the work order tabs.
  • If the FORMS tab is not your default, click the Work Order Form Tab

  • If you have more than one form, you will make your selection and use the form:

  • Once you have saved your form entries, you will see the option to print the form.


  • If you need to add more information to the work order such as additional services or Additional Items, click back to the Service Records tab.


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