Service Settings Overview – Inspect Point Help Desk

⚙️ Service Work Orders – Settings

From the backend, navigate to Settings → Service.

Here you’ll find all configuration options related to your Service Work Orders.

🧰 Available Settings

Setting	Description
Cost Codes	Cost Codes are an optional field used for internal tracking or reference. They do not affect any functionality within Inspect Point. Cost Codes can be created in the backend, then selected when creating or editing a Work Order to help categorize or organize service work as needed.
Payment Terms	Payment terms print on the Service Report, and do not impact invoicing. When an invoice is generated, it will use the default terms set separately under Settings → Invoicing → Payment Terms, or any building-level override applied there.
Service Settings	This includes Time Entry settings control what information appears on Service Reports and Invoices, in addition to settings that define how new work orders behave when created.
Work Order Default Follow-ups	Default Follow-Ups allow technicians to choose from a preset list of reasons when indicating why a work order requires a follow-up in the field.
WO #	Set the WO# to align with your company’s existing numbering structure.
Work Order Statuses	Users can create their own Work Order Statuses to fit their workflow.
Work Order Types	Users can create their own Work Order Types to fit their workflow.

⚙️ Service Settings

Navigate to Settings → Service → Service Settings

Time Entry

These settings control what Time Entry information appears on Service Reports and Invoices.

Exclude Time Entries from Service Report & Invoices
- For users who track time but use corrections for billing. Time entries are still captured for reporting, but not displayed on service reports or invoices.
Time Entry Rounding
- Toggle on to round time entries to the nearest 15 minutes.
- Toggle off to display the exact logged time.
Display Time Entry Rate on Service Reports & Invoices
- When enabled, labor appears with its rate name, e.g.Overtime Rate instead of simply Labor.
Display Start Date on Service Report
- When enabled, shows the specific start date for each time entry on the service report

🧾 Work Orders & Service Visits

These settings define how new work orders behave when created.

Default Visit Status
- When a work order is created, a visit is automatically added. Choose whether new visits are created as Pending or Scheduled by default.
- If Pending, the service visit status must be Scheduled for a technician to see it on their schedule.
Client Service Signature Blurb
- Edit the text shown on the service report for customer acknowledgment.
- When gathering the client signature in the field, the blurb is displayed.

📄 Service Report Footer

Add a footer message that appears at the bottom of your Service Reports.

🔁 Work Order Default Follow-Ups

Default Follow-Ups allow technicians to choose from a preset list of reasons when indicating why a work order requires a follow-up in the field.

Technicians can select from the list you’ve created in Settings, or type their own note in the text field. These notes help your team stay organized and remind them of next steps—such as scheduling another visit or confirming that parts have been ordered.

🔗 How to Setup Default Follow-Ups

🔢 Work Order Numbering

Work order numbers begin at WO #1 by default and increase sequentially. You can adjust the starting number in Settings → Service → Work Order Numbering to match your existing numbering system.

⚠️ Changes affect your most recent work order number, and future work orders will continue sequentially from there.

🔗 Setting Up and Managing Work Order Numbers

📋 Work Order Statuses

Work Order Statuses help you track where a service job stands in your workflow — from creation through completion.

When a Work Order is created, it includes both the Work Order itself and the associated Visit. Each Visit is scheduled to a technician (similar to an inspection), while the Work Order status reflects the overall progress of that job.

When a Work Order is first created, its status is Open. When the technician submits the Visit back to the office, the status automatically updates to Waiting for Review, or, if the technician indicates that a Follow-Up is Required, the status changes to Requires Follow-Up.

🔗 How to Create, Manage, and Use Work Order Statuses

🧱 Work Order Types

Work Order Types help categorize your service work for easier filtering and general management.

By default, your instance comes preloaded with two Work Order Types: Standard Service and Emergency.

Users can create their own Work Order Types to fit their workflow. For example, Quoted Repair Work, T&M Service, or Site Survey.

🔗 How to Create, Manage, and Use Work Order Types

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket via the web widget on the bottom-left on your screen - Click here for more information