Work Orders App Preferences

An overview of the Work Orders App preferences.

Updated over a week ago

The Work Orders Preferences screen can be accessed from your Method:CRM dashboard by clicking the vertical ellipsis [] on your Work Orders App and selecting Preferences.

On the Work Order Preferences screen, the defaults have been separated into

General Preferences

  • Default Service Item: When creating a work order, you can have a default service item automatically added to the work order.

  • Work Order Print Template: The print template used for printing out a work order.

  • Route List Print Template: The template used when printing out a route list from a number of work orders.

  • Internal Email Notification Template: The email template used to notify a Method User they've been assigned to a work order.

Routing Preferences

  • Default Starting Address - Used when generating a route map.

  • Default Ending Address - Used when generating a route map.

For users with Manage App permissions, an editable grid is also available which will allow you to edit the default starting and ending addresses for each Method user:

Click the Save All Changes button to save your preferences.

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