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This part of Company Setup is used for setup of To Do options. These "To Do's" are part of the work order.

 

These are the 'names' of the checkmark, entry, or date fields. The result of the above setup will look like this when you click on the ToDo Button from the work order screen...

 

Check it Screen (from the RO screen)

 

 

There are 20 check mark fields, 4 Entry Fields, and 3 date fields. If you don't fill them all in, they won't show up on the above entry form.

It is important that you not change these once you get going on the program. You can add, just don't change as the data would be incorrect in the work order.

 

By clicking on the To Do button on the invoice screen you can pick items that you have set up here for your tech to work on. You can then print the work order and give it to the tech. There are 20 standard options that will let you click them ON or OFF at the work order.