How to Automatically Open PMs Due with Auto Open

Modified on Tue, 24 Oct, 2023 at 1:41 PM

1. Click "General"


2. Click "PM"


3. Click "PM"


4. Click here to automatically open work orders for all PMs currently due.


5. Set Branch, Department (PM) and PM Type.


6. Set date range you'd like to view PMs due between.


7. Click "Count" to view amount of PMs due between those dates.


8. These three values represent amount of PMs due / amount of work orders that will be opened once you click OK. The first value represents the PMs due for the dropdowns selected (Branch/Department/PM Type). The second value represents the PMs due for the Customer selected (if applicable). The third value represents the PMs due for the Mechanic selected (if applicable).


9. Click OK to automatically open work orders for all PMs due.



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