Adding / Changing Standard Instructions

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Standard instructions consist of 3 fields:
 
Category - this is simply a tag to help you find things or remind you of what they are for. Examples might be "Roofing", "Site Work", etc. (Does not print out on the work order.)
 
Vendor - the vendor who you generally have do this work. (Does not print out on the work order.)
 
Instructions - up to 1500 characters. Can include line breaks.
 
You may either sit down and add a whole list of standard instructions at once, or do them on an as-needed basis as you make work orders. Either way, once an item is in the list it can be re-used in any work order simply by double-clicking it.
 
To print out your standard instructions for review, see the options under Reports.
 

stock items

 
If creating vendor-specific items, it is best to first put the vendor's name and address in the system, then select them in the upper section with "Show Only Instruction For The Current Vendor" checked. In this way, the vendor's name will automatically show in the standard instruction vendor field in the bottom section.
 
When you are first starting out, you must type in Categories and Vendors. As you add more items you will be able to select these fields from the drop-down lists (and never type them again).
 
Click the New button to save a new item, or the Save button to save changes to an item.
 
If you have a number of items with similar text, save time by clicking on one of them to load it, make your changes, and click the new item button.