How to Setup and Manage Default Follow-Ups for Service Work Orders

🔁 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.

⚙️ Creating a Default Follow-Up

1. Go to Settings → Service → Work Order Default Follow-Ups
2. Click + New Default Follow-Up
3. Enter the note text (e.g., Materials needed)
4. Click Save

Once created, your default follow-ups will appear in the Select Reason dropdown when a technician indicates a Follow-Up is required when submitting a work order. 

✏️ Editing or Deleting Default Follow-Ups

To edit or delete an existing default follow-up:

1. Go to Settings → Service → Work Order Default Follow-Ups
2. You’ll see a list of active follow-ups
3. Click Edit next to the one you’d like to modify
   • Adjust the text and click Update, or
   • Click Delete to remove it

⚠️ Important: After adding, editing, or deleting follow-ups, technicians should log out and back in to the mobile application to sync the most recent changes.