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 | When the Print button is clicked for a Work Order, a PDF file will be created and will use the template selected. |
Route List Print Template | When the Confirm & Print button is clicked when routing, a PDF file will be created and will use the template selected. |
Internal Email Notification Template | The email template used to notify a Method User they've been assigned to a work order. |
SMS Notification Template | The SMS template used when clicking the SMS button on the work order, which sends an SMS to the customer. Also shown will be the remaining SMS messages you are allowed to send. |
Routing Preferences
Default Starting Address | Start address used when generating a route map. |
Default Ending Address | 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.
Reminders Preferences
You can have Method send out reminders to the customer that the field crew technicians will be arriving.
Default Reminder Type | Choose a default delivery method for new Work Orders: Email or SMS. |
Enable Reminders By Default | Enable to turn on reminders by default for new Work Orders. |
SMS Reminder Template | Click the Preview button to view the text used for sending SMS reminders. |
Email Reminder Template | From the dropdown, select the email template used when an automated reminder is sent to a customer about an upcoming Work Order. These notifications can be edited in the Send Email app. |
Reminders And Notifications for Customers
There are a number of ways to contact customers throughout the app. To change the contents of notification emails and SMS, view the previous sections for the notification templates.
Notifications for your Customer initiated by the User
There are two main ways for a user to notify their customer.
As the dispatcher, when in the Work Orders app viewing a Work Order, the user can email or send an SMS to your customer.
As part of the field crew, when in the Field Crew app viewing a work order, the user can email or send an SMS to your customer.
NOTE: Remember, when sending an SMS, the Contact's Mobile number field needs to be filled in, as opposed to Contact's Phone field.
Automatic Notifications for your Customer
One day before the work order is due, an automatic notification is sent to your customer.
This reminder can be enabled and configured by toggling the Reminder 
toggle under Contact Details when first creating a work order.
This is the only automatic notification sent out to your customer. All other notifications are user-driven.
Reminders And Notifications for Method Users
All work orders and activities have an automatic notification 15 minutes prior to its due date. This is set up in the Account Settings: Notifications.
If a Method User has the Method Mobile App, they can also receive push notifications to their mobile devices, however, these notifications are sent by the user, either from the dispatcher or the field crew member.
A mobile push notification is sent when:
The dispatcher clicks Email Assignee when viewing a work order in the Work Orders app.
When an internal note is created within the Work Order.