Set up Work

Work settings is for administrators. Nothing here is required to start — work orders can be raised on day one.

• What you call things — “job”, “work order”, “appointment”.
• Response and completion targets for each priority.
• Which holds stop the clock.
• Routing — rules that assign new work automatically.
• Maintenance schedules — recurring work that raises itself.
• Procedures — step-by-step checklists attached to work.
• Whether a supervisor reviews completed work before it closes, and whether technicians acknowledge before starting.
• Request portals — see Handle requests.