Updating Work Order Statuses

If you need to change the settings or position for a work order status, you can update it.

To update a work order status

1. From the Setup menu, select WO Status. The Work Order Status Options screen appears.

2. To update the settings for a work order status, select it and click Edit. Then do the following as needed and click OK to save your changes.

Tip: For best results, limit the number of characters in the status name to ten.

Type a different letter, number, or symbol in the Option Symbol field. This character is used on the Open Work Order List.
Click Option Color, select a different swatch from the Color screen, and click OK. The selected color is also used on the Open Work Order List.
Select or clear the Send Text check box, depending on whether you want a reminder for texting or emailing the customer to appear when the status is selected at point of sale.
Select or clear the Default Status check box, depending on whether you want the status to be assigned to new work orders by default.

3. To change the position of the status on the list of work order statuses, select the status and click Move Up or Move Down.

4. Close the Work Order Status Options screen.