Subcontractor Name On Workorder
2
votes
Dennis Sawyer
shared this idea
You can add the “Subcontractors” field to any template by using the following:
1. Go to your name at the top right and choose “Settings”
2. Go to the Templates tab on the left side
3. Find the Work Order template and choose “Edit”
4. Click into the section you want to edit.
5. Place your cursor where you want this field to go.
6. Use the “Insert Template Field” option in the toolbar to choose: Work Order, then select “Subcontractors”
7. Save this section, then save the template itself.
Now when you generate the new Work Orders, it will pull in whoever is set as the subcontractor on the Work Order at the time of creation.
Hope this helps!