Overview
You can now set both Due Dates and Schedule Dates for work orders, giving you better control over workflow management and customer expectations.
How to Use
Setting Dates
Open any work order (new or existing)
Look for the Due Date and Schedule Date fields
Click the calendar icon to select dates
Save the work order
What's the Difference?
Schedule Date: When work is planned to begin
Due Date: When work must be completed
Where Dates Appear
Work order header
Priority Board
Work order lists and reports
Customer communications
Benefits
Better shop scheduling and workload planning
Clear timelines for customers
Improved tracking of on-time completion
Easy identification of overdue work
Tips
Set Schedule Date when booking the appointment
Set Due Date based on promised completion time
Both dates are optional - use one or both as needed
Update dates if timelines change
FAQ
Can I set dates on estimates? Yes you can
Do customers see these dates? Due dates appear on customer-facing documents when enabled in your settings.