Work Order Categories
Work Order Categories are powerful automation and approval tools, this collection will help you better navigate each one
7 articles
- Work Order Category OverviewGeneral overview of Work Order Category Functions and Automations.
- Work Order Category- General InfoColor code your categories, add custom fields and questions, add custom prefilled descriptions and enable Category Priority.
- Work Order Category- Assignment & WatchersThis guide provides instructions on how to automate work order assignments based on categories.
- How to Assign Watcher Groups and Users by LocationAssign watchers and user by location, ensuring the right teams are notified to streamline communication and efficiency.
- Work Order Category- Setting up ApprovalsEnable approvals based on work order categories.
- Work Order Category- Vendor Assignment AutomationQuick guide on adding automatic Vendor assignments based on work order category selection.
- Adding Attachment Requirements to Work Order CategoriesFollow these steps to require photos or attachments on specific work order categories, ensuring the right documentation is captured at the time of creation — whether submitted through an external…