How to Configure Auto Work Details

Auto Work Details are preset details that you can set up to automatically generate based on the parameters you choose.

• Go to Admin > General > Auto Work Details
  
• To create an auto work detail, click on the ‘Add New’ button.
  
• From the ‘Description’ drop-down, select the line item for which you would like to create a work detail. Select ‘Yes’ from the ‘Active’ drop-down and then click the ‘Add’ button.
  
  
  
• Select the following and click ‘Save’:
  • Client Company – use the default of All Clients or select a specific Client.
  • Customer – use the default or select a specific Customer.
  • Work Type – use the default or select a specific Work Type. Multiple lines will need to be added if this work detail is to appear on multiple different work types.
  • Loan Type  - enter a specific loan type or leave blank for all.
  • Enter Quantity.
  • Enter Price
  • Additional – copy & paste the details that you would like to appear on the work order.