How-To: Accept/Decline Work Orders

Created by Kenneth Abad, Modified on Fri, 03 May 2024 at 10:36 AM by Kenneth Abad

This page will show you what to do when Client sends you a Work Order.

Auto-Accept Settings

Auto-Accept defaults to Yes in Umbrava. This is how you can change the setting to control your Work Order flow.

Step 1: Go to the Client Profile that you want to change your Auto-Accept setting.

Step 2: Click the pencil icon to edit the Client details.

Step 3: Change 'Auto-Accept WO' to No to be able to Accept/Decline Work Orders.

Accepting and Declining Work Orders

Use our notifications to Accept/Decline work from your Clients. Information on configuring your notification can be found here.

Step 1: You will receive an email when assigned a Work Order by your clients.

Step 2: Review the information in the email and select 'Accept' or 'Decline'.

Step 3: The Work Order will open in Umbrava to confirm your choice.