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Work order settings control how work orders are numbered, who can be assigned, and which categories are available. Work request settings control which fields requesters must fill in.
You need permission to update work orders to open these pages. They only appear when the Maintenance module is enabled.

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Open work order settings

Click Settings at the bottom of the sidebar, then under Core, click Work Orders. Changes to the reference number format, ratings, and assignee roles save automatically. The page header shows Saving… and then Saved.

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Reference number format

Use Reference Number Format to control how work order numbers are generated.
  • Prefix — up to 10 characters. The default is WO.
  • Format Template — build a format from tokens. Click a token to insert it at the cursor. Leave it blank to use the default format, {PREFIX}-{COUNTER}.
A custom format must include {COUNTER}. The Preview shows how the next number looks, using today’s date.

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Work order ratings

Turn on Enable Work Order Ratings to prompt requesters to rate their satisfaction after a work order is completed. Ratings are off by default. See Reviews to learn how ratings are collected and viewed.

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Who can be assigned

Under Who can be assigned?, select the roles whose members appear in the work order assignee picker. You can choose Owner, Admin, Staff, Requester, or any custom role in your organization. Leave it empty to allow everyone.

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Work order categories

Work Order Categories lists the categories used to organize work orders.
1

Add a category

Click Add Category. If you have no categories yet, click Create First Category.
2

Fill in the details

  • Icon — choose an emoji
  • Name (required) — for example, “Electrical”, “Plumbing”, or “HVAC”
  • Description (Optional)
3

Save

Click Create Category.
To change or remove a category, click the menu next to it, then click Edit or Delete. A deleted category no longer appears in category pickers, including on public request portals, so you can’t use it for new work orders or requests. Existing work orders, work requests, and preventive maintenance schedules keep it. You can reuse a deleted category’s name for a new category.

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Work request settings

Work request settings control the form requesters use to submit maintenance requests. To open them, click Settings in the sidebar, then under Core, click Work Requests in the settings menu.
Work Requests appears in the settings page’s own menu, not in the main sidebar. On small screens, choose it from the Select setting dropdown at the top of the page.

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Required fields

Title and description are always required. Guests must also always give their name and email. Use the switch next to each of these fields to make it Required or Optional: All of these fields are optional by default.

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Location suggestions

Turn on Allow location suggestions to let requesters type a free-text location (“My location isn’t listed…”) when theirs isn’t in the list. An admin can later match it to an existing location or add it as a new one. This setting is on by default. Changes on this page save automatically.

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Next steps

Create a work order

Create a work order using your categories and settings.

Submit a request

See the request form your settings control.