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Work Orders App Preferences

An overview of the Work Orders App preferences.

Updated over 3 weeks 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

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.

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:

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