Skip to main content
Required role: Owner or Admin
Work order settings let you customize how work orders are categorized, prioritized, and managed in your organization.

​
What you can configure

SettingDescription
CategoriesTypes of work (e.g., Electrical, Plumbing, IT, HVAC)
PrioritiesPriority levels and their labels (Low, Medium, High, Critical)
Default assigneeThe technician or team to assign new work orders to by default
Auto-close policyWhether completed work orders auto-close after a set number of days

​
Configure work order categories

1

Go to Settings

In the left sidebar, click Settings, then Work Order Settings.
2

Manage categories

Click the Categories tab. You’ll see a list of existing categories. Click Add Category to create a new one, or click an existing category to edit or delete it.
3

Save

Click Save after making changes. New categories will appear in the work order creation form.

​
Configure default assignee

1

Go to Work Order Settings

In Settings → Work Order Settings, click the Defaults tab.
2

Set the default assignee

Select the member or team that new work orders should be assigned to by default. This can be overridden on individual work orders.
3

Save

Click Save Changes.

​
Next steps

Create a Work Order

Create a work order using your configured categories and settings.