Activities > Work Orders > Setup > Manage Firm Work Order Type


Use this page to create and manage Firm Work Order Types


Firm Work Order Types are set up at the Firm level and are available for all Associations to use. Further details and customization can be added at the Association level. CLICK HERE for more information.


Step 1. Navigate to Activities > Work Orders > Setup > Manage Firm Work Order Type.


Step 2. Select Add Firm Work Order Type from the Page Actions drop down menu.



Step 3. Complete the field in the Firm Work Order Type Window. 


General Tab


  • Title- Enter a title for the work order.


  • Vendors- Use this field to assign Vendors who may be used to complete this Type of Work Order. Check the box next to each possible vendor. 


  • User Approvers- Use this field to select Users or Profiles for those who are permitted to approve this type of Work Order. 


  • Show on Mobile- Check this box to make the work order visible on the mobile app. 


  • Show on Desktop- Check this box to make the work order visible on a desktop. 



Step 4. Click the Save button to finalize the new Work Order Type.