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Include a description of services in the Work Order

Document Templates > [x] Display Details for Line Items

Written by Beau O'Hara

Summary

Include line item descriptions for your services in your Work Orders. For example, you might want to include warranty information and a description of what it covers.

Key Points

  • Edit the service and add details

  • In Settings/Document Templates, click [x] Display Details for Line Items

  1. Edit the service

  2. Add the text in the Details box, click Update Service

  1. Click the Service Report tab

  2. Click [x] Display Details for Line Items, click Save Templates

Add the service to a Work Order, the details will show in the printed Work Order.

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