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

Work order status and selection fields

Set work status, priority, work type, payment method, and project details.

Work order status and selection fields

Use Job details to record the job’s state and handling.

Available fields depend on your company setup and permissions.

Available fields

  • Work status, completion state, priority, and type of work.

  • Payment method, error, and solution.

  • Project, project activity, and reference numbers.

Field behaviour

Work status, priority, error, and solution show a code and message.

Type of work and Projects support search. Payment methods appear only when enabled.

Job details can also include a work description, internal memo, short description, comment, and custom fields. Supported text fields can use snippets.

Job number, reference, external reference, and external project number appear when configured.

Update selection fields

1

Open Job details

Open the work order and select Job details.

2

Choose values

Open a field and select the appropriate value.

Use search where the list provides it.

3

Select Project number when the job belongs to a project.

Select a project activity when the project uses activities.

4

Save changes

Tap Done to save your updates.

Notes

Some fields are visible but cannot be changed. Your company controls those permissions.

Tapping the selected work status or project can clear it.

Project activities appear only when the selected project has activities.

The Done button becomes available after you make a change.

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