Company Profile Priorities

Created by Kenneth Abad, Modified on Mon, 15 Jan at 9:29 AM by Kenneth Abad


   Table of Contents



What are Priorities?


Priorities are used to designate the urgency of your work order. They can be set up to say if a work order is an emergency, or if it is a standard work order. The set up priorities will transfer down to your vendors when they are assigned a work order with the priority.


The Priorities page can be found on the left nav bar of the Company Profile. This page is where you can set your own priorities. 


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.


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.




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