Setting Priorities

Creating Priorities

Priorities set the time frame that a work order must be completed/serviced. Priorities can be created in the settings page from your company profile. If you don't create/set any priorities, you will inherit the priorities set by your client for your work orders.

There are 3 Categories that can be set: Emergency, High, or Standard. The category is to help group the urgency. The label acts as a name for your priority, and is what is seen on your work order when the priority is selected. The Hours to First Trip and Completion will set your SLA based on when the work order is assigned to you. The Revoke PO After field will change the phase of a purchase order that is assigned to a vendor, if they do not accept the purchase order within the set amount of hours.

Skip Weekends on First Trip & Completion can be selected to not have the weekend days be counted towards your work order SLAs. You can see which Priorities have the weekends being skipped on the Priority list in the settings page.

Mapping to a Clients Priorities

You can map your own priorities to a Clients priorities from the nav bar on the left side of the Client Profile.

Mapping a priority makes it so that when a work order is created by the client with the mapped priority, it will show you the correlating priority that you set for the mapping. If your client uses terms like 'Sev 2' and your company refers to that SLA as 'Same Day 24 hour', then a 'Sev 2' work order is dispatched to you will say 'Same Day 24 hour' on your end.