Why link Events to order categories?
When a particular type of order always requires the same Event — for example, a service order always triggers a customer notification email — it is more efficient to link the Event template to the order category than to add it manually to every order. New orders created in that category automatically include the linked Events, and coordinators do not need to remember to add them.
How do I link an Event template to an order category?
- In Handyman Office, go to Configuration → Order categories (CTRL+F7)
- Select the order category you want to configure
- Click the Events tab (or look for the Event templates section)
- Click Add to select an Event template from the list
- Repeat for each Event template you want to link to this category
- Click OK to save
New orders created in this category now automatically include the linked Event templates. The Events fire according to their event type conditions as the order progresses.
Can I link multiple Events to the same category?
Yes. You can link as many Event templates as needed to a single order category. A typical setup might include one Event for the creation notification and another for the completion notification, both linked to the same service order category.
Do linked Events apply to existing orders?
No. Linking an Event template to an order category only affects new orders created after the configuration change. Existing orders in that category are not automatically updated. To add Events to existing orders, use the Event tab on the individual order. See Adding Events to orders.