Summary

In this article, we address a common issue encountered by ServiceBox users where new work orders are automatically set to a a status by default. This can lead to confusion and hinder the workflow as the system looks for closing requirements to be fulfilled. We will guide you through the steps to correct the default status setting which should be the intended status for new work orders.


Understanding Work Order Status Settings

When a new work order is created in Service Box, the system assigns a default status based on the backend settings. If the default status is set to "closed," the system will expect all closing requirements to be met, which is not ideal for a new work order. This setting can cause issues and delays in the work order management process.


Identifying the Issue

The problem arises when the status of a newly created work order is automatically set to "closed" due to the backend coding of ServiceBox. This status is flagged as "yes" for being treated as a closed work order, which prompts the system to check for completion of all closing requirements.



Ween you create a Work Order, the default status is "Service Call ended" as shown above in settings




Correcting the Default Status

To resolve this issue, follow these steps:

  • Navigate to the settings in your Service Box account.
  • Access the Work Order tab and locate the statuses tab
  • Click on Edit button to edit the relevant status



  • Change the default status, remove the check mark for the box "Is Closed"




Reordering the Status List

After identifying the incorrect default status, you can also reorder the list to set "service call started" for example as the default status for new work orders. This change will ensure that new work orders are not mistakenly treated as closed and do not require closing requirements to be checked off.

  • Click on Reorder List





  • Move up the "Service Call Started"  with "Is Closed" is set to "no" to the top





Conclusion

By following the steps outlined in this tutorial, Service Box users can efficiently correct the default status for new work orders, ensuring a smoother workflow and avoiding unnecessary checks for closing requirements. If you encounter any difficulties or have further questions, please reach out to the Service Box support team for assistance [email protected]