Summary
In this article, we address a common issue encountered by ServiceBox users where new work orders are automatically set to a status by default. This can lead to confusion and hinder the workflow, as the system looks for closing requirements to be fulfilled. We will guide you through the steps to correct the default status setting so that it reflects the intended status for new work orders.
Understanding Work Order Status Settings
When a new work order is created in ServiceBox, the system assigns a default status based on the backend settings. If the default status is set to "closed," the system will expect all closing requirements to be met, which is not ideal for a new work order. This setting can cause issues and delays in the work order management process.
Identifying the Issue
The problem arises when the status of a newly created work order is automatically set to "closed" due to the backend coding of ServiceBox. This status is flagged as "yes" for being treated as a closed work order, which prompts the system to check for completion of all closing requirements.
Ween you create a Work Order, the default status is "Service Call ended" as shown above in settings
Correcting the Default Status
To resolve this issue, follow these steps:
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Navigate to the Settings in your ServiceBox account.
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Access the Work Order tab and locate the Statuses tab.
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Click the Edit button to edit the relevant status.
- Change the default status and remove the checkmark from the box "Is Closed."
Reordering the Status List
After identifying the incorrect default status, you can also reorder the list to set a more appropriate default, such as "Service Call Started," which has "Is Closed" set to no. This will ensure that new work orders are not mistakenly treated as closed and do not trigger the closing requirements.
- Click on Reorder List.
- Move "Service Call Started" (with Is Closed set to no) to the top of the list.
Conclusion
By following the steps outlined in this tutorial, ServiceBox users can efficiently correct the default status for new work orders, ensuring a smoother workflow and avoiding unnecessary checks for closing requirements.
Need Help?
Contact support by clicking the Help button in the bottom-right corner of your screen when logged in or email us at support@jobboxsoft.com.