Company Profile Priorities

What are Priorities?

Priorities are used to show the urgency of your Work Order. They can be set up to say if a Work Order is an emergency, or a standard Work Order. Priorities that are set for your Work Order will automatically be set for your vendors assigned to the Work Order.

The Priorities page can be found in settings tab of the Company Profile. This page is where you can set new priorities or deactivate old ones.

Setting your Priorities

Priorities are set up with Categories, Labels, and hours for the work order. You add a priority by clicking the '+' button at the top of the Priorities List, and opening the Add Priority screen.

The Category can be either Standard or Emergency. The category helps align proposals and invoices to match what was needed for the job. Label will be what appears in the Work Order.

Selecting the 'Skip Weekends on First Trip & Completion' for a priority will only calculate time for the Work Order first trip and completion during the weekdays when the priority is used. 

If a priority is no longer needed, you can use the context menu in the more column to deactivate the priority. This will automatically sort the priority to the bottom of the list, and appear grey. The Priority Status will also update to Inactive.