more categories for task in service orders
we need a way we can add the task in the work order filters. When we click on categories it only shows us a few options for tasks (reconnects, repairs, rereads, and shut offs) We need more of our own tasks options we use daily.
Tori Robillard
shared this idea
Thank you for taking the time to submit this enhancement request! We appreciate your engagement and feedback.
We wanted to let you know that this functionality already exists within UB4. Service Order Categories can be found at Settings > Lookup > Service Order Categories. From there, you can add new categories by clicking Add, entering a description (up to 25 characters), marking it as active, and saving.
A default set of categories is included when you first set up the system, but the feature is fully flexible — you can create as many custom categories as needed and assign multiple work orders to each one. For example, a "Reconnect" category might include work orders for reconnect after repair, reconnect after shutoff, and reconnect by customer request.
If you have any trouble locating this feature or need assistance setting it up, please don't hesitate to reach out to our technical support staff at techsupport@cusi.com. Thanks again for the suggestion!