How do I set the default service location for Work Orders?

Updated on August 2, 2021 06:58AM by Admin

The Google Maps integration in Apptivo allows you to view all your work orders in the Map View. While viewing the addresses in the Map View, you can set the default servicing location to be viewed on the map view.

Note: The Google Maps Integration is available only in the Enterprise plan of Apptivo.

Steps to customize the fields

  • Login and access your Work Orders app from your universal menu.
  • Click on the More(...) icon and select Settings.
Work Orders

  • From the Settings page, click on the Work Orders and select the Service Location.
  • In the Default Service Location, you can view the Customers and Contacts app.
Service Location

  • For instance, if you are selecting the Contacts app, the default service location on the map view will be the Contacts location.
  • Here, the Contacts app is selected and the changes will be auto-updated.
Changed

Steps to enable the Map View

  • From the Work Order settings page, click on Settings → Customize App → Views.
  • Navigate to the view in which the Word Orders are to be displayed in the Map View. Here, Show All.
Views

  • Enable the Map View toggle in the Update View side panel.
  • Save the changes.
Enable Map View

  • Then, create Work Orders with the Contacts added.
Create Work Order

  • Go to Show All page in the Work Orders App and select Map View.
Map View

  • When an address is viewed in the Map View of the Show All page, the configured fields are displayed by hovering the mouse over the check pin.
  • You can view the Contact’s address for work orders as the default service location.
Display Address

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