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. |