How to Configure Work Types

A Work Type represents the type of work to be completed within the work order. All work orders require a ‘Work Type’; therefore, a Work Type must be associated with all Auto Imports and Work Orders created within PPW.

From here, you will be able to name the work type, make it active or inactive, and set it as always recurring if that work type is an always recurring work order. Once created and saved, the work type will display in this section and can be edited or deleted at any time.

To create a work type, follow the steps below:

1. Click on ‘Admin’ > ‘General’
   
2. Select ‘Work Types’
   
3. Click on ‘Add Work Type’
   
   
   • Work Type – enter name (required)
   • AGS Work Type – select the Work Type from the drop-down menu if applicable.
     • Condition (No Contact)
     • Delinquent
     • Foreclosure (Contact)
   • Work Type Category – used to group similar work types together.
     • Grass/Yard Maintenance
   • Active – select ‘Yes’ or ‘No’ (required)
   • Always recurring – check if this is a recurring work type order.
   • Is Inspection – check if it is an inspection work type.
   • Mobile Checkout Required – check if contractor/vendor checkout is required on the mobile device.
   • Auto Invoice - used to create invoices automatically.

Click on ‘Save’ once all appropriate items have been entered/selected.