The Work Order Report is where a user defines what fields or prompts are displayed on the line items section of the work order in Windfall, as well as the printed work order.

Work Order Report

Begin by navigating to the ‘Work Order Report’ tab. Open the customer, click the ‘Configuration’ tab, then click the ‘Work Order Report’ tab.

Configuration

Once in the ‘Work Order Report’ report tab, to allow changes to be made to the work order check the ‘Use Custom Columns’ box.

Any inventory prompt that was set up under the ‘Inventory Prompt’ tab that also has the ‘Windfall Mobile’ box checked will appear in the list of available custom columns.

The image above shows the 'Inventory Prompt' tab. You can see the circled prompt was created, and the 'Windfall Mobile' box was checked. This is what allowed the prompt to be shown on the work order.

We have documentation that goes into detail on how to Configure Inventory Prompts.

Add Custom Columns to Work Order Report

Once the ‘Use Custom Columns’ box has been checked under the ‘Work Order Report’ tab, you can check all the additional columns you would like to see on the work order screen, then hit the ‘Save’ button at the top to commit the changes.

Report Options

Standard: Items are displayed in the order that they were added to the work order

First Location: Items are displayed by the alphabetical order of the first displayed location

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Windfall: Configure Work Order Report