> For the complete documentation index, see [llms.txt](https://workmate.gitbook.io/workmate-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://workmate.gitbook.io/workmate-knowledge-base/workmate-feature-guides/configure-workmate-settings/work-order-settings.md).

# Work Order Settings

## Demo:

{% embed url="<https://www.loom.com/share/fda3b6bebf0145dd804717913aaeff12?sid=1d293199-3430-4e8d-99e5-e894aad45ef1>" %}

## Documentation:

**1. Access Work Orders Settings**

* Open WorkMate from the Shopify dashboard.
* Click **View More**.
* Navigate to the Settings section.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FReSltqzHubLXGHgsQj1f%2Fimage.png?alt=media&amp;token=7ab63710-a116-46bc-a4b3-2db1ace34029" alt="" width="183"><figcaption></figcaption></figure>

**2. Configure Work Order Statuses**

* Find the Work Orders module at the top-level menu.
* In the Work Order Statuses section, you can define the different statuses for tracking the progress of work orders.

<mark style="color:green;">Example: Default statuses include Draft, In Progress, and Done</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FDAzuD8BH3rwjo8btluYq%2Fimage.png?alt=media&amp;token=f3d4165c-1a82-4fe3-a0a1-9315b2325a40" alt=""><figcaption></figcaption></figure>

**3. Creating or Removing Statuses**&#x20;

* To add a new status, type the name of the new status (e.g., Pending or Ready for Pickup) into the field and press Enter.
* To remove a status, click the X next to it.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FXRInQzTvLdy68oWjOPfT%2Fimage.png?alt=media&amp;token=261c00b2-035e-4da6-98b8-cbad55de9641" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
***Tip**: If you have a large number of statuses from another system, you can email WorkMate at **<hello@workmatepos.co>** for assistance in bulk importing statuses.*
{% endhint %}

**4. Set Default Work Order Status**

* In the Default Status field, select the status that will automatically be assigned to a new work order when it’s created.

<mark style="color:green;">Example: Draft</mark>&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fc4Q9IUPIHeYKEfv12p3c%2Fimage.png?alt=media&amp;token=f99377dc-4c33-4059-95c9-c61e50ac7c7d" alt=""><figcaption></figcaption></figure>

* This ensures all new work orders start with a consistent status.

**5. Customize Work Order ID Format**

* In the ID Format section, you can customize how work order numbers are generated.

The default format is WO-###, where “###” represents a sequential number (e.g., 001, 002).

* You can modify this by adding variables like: Year, Month, Day

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FetQl6KW4gAlWOIsxMKvI%2Fimage.png?alt=media&amp;token=810c1078-42d2-49df-878c-52464df69613" alt=""><figcaption></figcaption></figure>

<mark style="color:green;">Example: WO-YYYYMMDD### (would create an ID like W0-20240101001)</mark>

**6. SPIF For Services**

* By clicking the checkbox SPIF will be enabled for all services

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FBuMT4XJTPMkyXE6cSRKr%2Fimage.png?alt=media&amp;token=8ba7d1e1-8695-4e82-b134-de40062adbf4" alt=""><figcaption></figcaption></figure>

* To set a specific percentage for SPIF please navigate to services and labor module&#x20;
* For more information on how to set up SPIFF for services click here: [Services and Labour](/workmate-knowledge-base/demo-videos/workmate-admin-demos/services-and-labour.md)&#x20;

**7. Configure Work Order Notifications**

* Create work order notifications by clicking the New Notification button.
* For more information on how to create notifications, click here: [Notifications](/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/notifications.md)

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FVK5Uu4dFralSsdAVTP8N%2Fimage.png?alt=media&amp;token=8541bbdb-4c42-4765-b09d-2f5ee1a702a1" alt=""><figcaption></figcaption></figure>

**8. Set Up Discount Shortcuts**

* In the Discount Shortcuts section, create shortcuts for commonly used discounts.
* You can set discounts by percentage or by a fixed dollar amount.

<mark style="color:green;">Example: Add a 15% discount as pre-approved discount options.</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fpp1ohHRooREnlR3Icbxw%2Fimage.png?alt=media&amp;token=cc6521b4-3d97-4d11-bb39-641df71f2698" alt=""><figcaption></figcaption></figure>

* To remove a shortcut, click the X next to it.

**9. Configure Discount Rules**

* Below the discount shortcuts, configure Discount Rules to control how discounts are applied.
* You have three main options:

1. Only Allow Discount Shortcuts: This restricts discounts to only the predefined shortcuts.
2. Restrict discounts to a range: Specify a range for allowable discounts by dollar amount.
3. Restrict discounts to a percentage range: Specify a range for allowable discounts by percentage.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdq3zInqYgA0DcnOrvb3cQ209rvxOHTgWSAt43qwh-rkJ5ZYhrD8ioXyxx2SQM7sdQJwH9CTpbu-Wu0cbhcqLa5Z3dNY8w4mKbdDPcPzujp2RnL_Mve_INeqRdepwKm5R49fXrvoQb7yI3Y0zXaKIP9uN0?key=8xbhMjayUbTv70euwANV3g" alt=""><figcaption></figcaption></figure>

**10. Set Default Labor Line Item Name**

* In the Default Labor Line Item Name section, specify the name that will appear when labor is added to a work order.
* Default is Labor, but you can change this to match your business terminology (e.g., Service Charge).

**11. Set Default Labor Line Item SKU**

* In the Labor Line Item SKU field, assign a SKU (Stock Keeping Unit) for labor items to be added to work orders.
* This can help with inventory and order tracking.&#x20;

<mark style="color:green;">Example: LABOR-01</mark>

**12. Enable Labor Assignment Options**

* You can control how employees assign labor to work orders with the following settings:

Employee Assignments: Enable or disable whether employees can assign coworkers to work orders.

Hourly and Fixed-Price Labor: Control whether employees can set hourly rates or fixed charges for labor on each work order.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdMqGjiB72_zd2XWsqyx8rBFY2Q-Ppp6FWtOqVwQUDYBRAvft2qYNzBvnU-zetDm6LEp9E9rQI97hW2SZUw_KxxKZFjkMhXJ7XNAxPbyf2ICQwnSz_ktrjogxUpFrBFSJWVdiy86DVJVbpbLBdlJTk16scc?key=8xbhMjayUbTv70euwANV3g" alt=""><figcaption></figcaption></figure>

**13. Set Default Hourly Labor Rate**

* In the Default Hourly Rate section, set the default hourly charge for labor when an employee is assigned to a work order.

**14. Set Up Custom Fields for Work Orders**

* In the Custom Field Presets (Word Order) and Custom Field Values sections, you can define custom fields to collect additional information on work orders.

<mark style="color:green;">Example: Add a custom field for Service Type or Special Instructions.</mark>

* You can edit your existing work order presets and create new custom field values.
* For more detailed information on Custom Fields, click:  [Custom Fields Information ](https://docs.google.com/document/d/10OYMZomxbf87skGAU3Sx3-h6LEbxZmguQNIEjmqlzcc/edit#heading=h.b04ln9hypu06)

**15. Save Configuration**

* Once you’ve made the necessary changes, click **Save**.
* This will apply all the work order configuration settings.

<br>