For the complete documentation index, see llms.txt. This page is also available as Markdown.

Configure work order settings

Control which work order details customers can open, view, or update.

The Work order section controls what customers see on portal work orders.

Use it to show only the details that matter.

1

Open the portal

Open the portal you want to edit.

2

Open Work order

Select Work order in the left menu.

3

Review the visibility options

Decide whether to show prices, materials, documents, images, and notes.

4

Set note and PDF behavior

Choose whether customers can view notes, add notes, and open order PDFs.

5

Save the settings

Click Save.

Frequently asked questions

Can I hide prices on portal work orders?

Yes.

Price visibility is configurable.

Can I show images but hide documents?

Yes.

Each option can be controlled separately.

Can customers add notes?

Only if you allow it in this section.

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