Add or Change Service Order Types

You can add or modify the types of Service Orders you can create. Doing so allows for better categorizations of tasks for your field crew and admin teams.

Configuration Management

Navigate to the Service Orders settings:

1. Select Settings from the navigation bar
2. Select the Service Orders sub-menu from the left-hand side
3. Select the Configuration Management tab from under the Service Orders heading

Add New Type

1. Select + Add New Service Order Form
2. Select if its an active Service order form
3. Type the name of the form
4. Select the underlying type
5. Select a charge subtype if a charge will be associated with the form.  

Add Automatic Charge For Service Order Help doc Here

Edit or add a subtype Help doc Here

View of the configured Service orders

Options

• The pencil icon when hovering over an existing label will allow you to modify that label

Using the New Type

The created Service Order type will now appear in the drop-down when creating a new Service Order.