Editing Planned Maintenance Work Orders

You may modify certain settings that are specific to Planned Maintenance work orders.

Planned Maintenance Settings

• Caller ID Not Required: Should you not need to validate whether a service provider is present on site using the IVR system, you may check this box. This is useful for service providers performing exterior work and are not required to enter the location.
• Auto-Complete: You may set a work order to automatically set to the Complete status at the end of the service window without the service provider checking in or out.

• Auto-Invoice:You may set a work order with fixed Subtotal and Tax pricing to automatically invoice once the status is set to Complete. This method will also automatically generate an invoice number for the service provider.

  Important: Do not use Auto-Invoice on work orders using NTE pricing.