WO Configuration ~ BILLABLE STATUSES

Billable Statuses

Indicates if the Work Order is considered Billable.  An organization can have as many billable statuses as they need. 

*Note: Once a Billable Status has been created or edited, you must log out and back into CMS to see the changes.

To create a new Billable Status, click the Root Billable Status  icon.

The description is mandatory and can be of the organization’s choosing. 

• Visible: Billable Status is visible to be used when creating/editing WOs.

*If a status is no longer to be used, deselect the Visible option.  It is advised to leave Searchable selected in case there is a need to search by this status later.

• Searchable: Billable Status is only visible to be used when Searching WOs
• Allow Edits: This allows WOs with this Billable Status to be changed. 

*If deselected, Status will appear but cannot be changed. 

Once a Root Status has been created it will appear in the list with a  to edit and a  to create hierarchy options connected to the “Parent” Status.  Multiple lower levels to the hierarchy can be created from a Root Status. 

For example, Assigned and Being Worked on can be lower-level Statuses to Active.