Work Order Tab

The Work Order tab is used to add, modify and delete work order detail. In keeping with the storybook style invoicing, the work order is divided into 4 chapters.

Reported Problems - Contains all common complaints and is designed to depict what problems the customer reported. It can also contain the technician's reported problems reported from inspection results.

Inspections Requested - Contains all pin-point inspections and is designed to list all areas that we agree to inspect.

Services Requested - Contains all service packages and is designed to list all customer services requested and any services to be performed as a result of the technician's findings.

Materials Ordered - Contains any material items to be purchased that are not related to services on the work order.

Problems, Inspections and Services

Click the Service Package button.
Select Add.
Click on Services and the Add Services dialog appears.
Click on the desired service package, edit the notes box if required, then click Add.
Select any additional service packages as required and repeat.
When finished adding service packages, click Close.

Tip: Sometimes you can't tell if the item has been applied to the work order in the background or not. Once you click add, the item is on the work order once the title and notes have cleared.

Add Services Tour

Click the Service Package button.
Select Add.
Click on Problems/Inspections and the Add Problems/Inspections dialog appears.
Click on the desired problem or inspection, edit the notes box if required, then click Add.
Select any additional problems or inspections as required and repeat.
When finished adding problems and/or inspections packages, click Close.

Tip: Sometimes you can't tell if the item has been applied to the work order in the background or not. Once you click add, the item is on the work order once the title and notes have cleared.

Adding Problems and Inspections Tour

Click the Service Package button.
Select Add.
Click on Outstanding Items and the Add Outstanding Items dialog appears.
Click on the desired outstanding item, edit the notes box if required, then click Add.
If required, you can remedy an outstanding item using the same method as on the New Work Wizard.
Select any additional outstanding items as required and repeat.
When finished adding outstanding items, click Close.

Tip: Sometimes you can't tell if the item has been applied to the work order in the background or not. Once you click add, the item is on the work order once the title and notes have cleared.

Adding Outstanding Items Tour

Click the Service Package button.
Select Add.
Click on Due/Overdue Items and the Add Due/Overdue Items dialog appears.
Click on the desired Due/Overdue Items, edit the notes box if required, then click Add.
If required, you can remedy an Due/Overdue Item using the same method as on the New Work Wizard.
Select any additional due/overdue items as required and repeat.
When finished adding due/overdue items, click Close.

Tip: Sometimes you can't tell if the item has been applied to the work order in the background or not. Once you click add, the item is on the work order once the title and notes have cleared.

Adding Due Items Tour

Move your mouse pointer to the left margin of the service, problem, or inspection and your pointer will display .
Click and the entire service, problem or inspection will be highlighted.

Tip: When selecting an entire package, if you right click while in the margin you will be presented with a context menu that provides the same tools as the Service Package button on the menu.

Selecting Services Tour

Right click in the left hand margin of the service, problem or inspection.
Choose Remove from the context menu.

Remove Service Tour

Right click in the left hand margin of the service, problem or inspection.
Choose Defer Work from the context menu.
The item has been moved to the deferred work tab.

Defer Services Tour

Select the entire service, problem or inspection.
Right click and choose the or arrow.

Note: Items can only be moved within their respective chapters.

Move Services Tour

Double click on the header.
Edit the Title and Description as required.
Click Apply.

Right click anywhere in the service, problem or inspection.
Click Insert Below.
Click Footer.
Choose a default title from the smart label or type in your own.
Type in the desired footer comment.
Click on Apply.

Add Footer Tour

Select the entire service, problem or inspection.
Right-Click and then click Technician.
Choose the appropriate technician.

Change Technician Tour

Labor Line Items

Describe the labor operation.
Remove the labor description required check if required.
Choose a predefined labor rate, fixed rate or fixed total from the drop down list.
Edit the labor rate if using a fixed rate.
Edit the hours and remove the labor time required check if required.
Edit the total if using a fixed total.
Check the completed box if the technician has completed the labor operation.

Choose the discount type from the drop down list.
Enter the discount amount if using Hard Amount.
Enter the discount percentage if using percentage.

The contact's labor discount is shown at the bottom of the discount dialog if applicable.

Override the preset other charges as required.

Select the technician is different from the work order's default technician.
Select the supplier if the labor operation is a sublet.
The cost is displayed for the selected technician or you can enter your cost from your sublet supplier.
Override the default display options for hours, rate, technician, supplier and price reduction as required.

Right click on an existing line item within the service, problem or inspection.
Click on Insert Above or Insert Below.
Click on Labor.

Double click on the labor line item.

Right click on the labor line item.
Click on Remove.

Right click on the labor line item.
Click on the Up or Down arrow accordingly to move the line item within the problem, inspection or service.
Click Move To... to move the item to another problem, inspection or service.

Processing Warranties

Material Line Items

Source - displays the source of the part.

Not Sourced if part has not been sourced from inventory or a supplier.
Inventory if drawn from inventory.
Purchase Order if currently on a purchase order.
Supplier Invoice if the parts has been received from a supplier.
Online Query if the part has been checked for availability using online order/inquiry.

Status - displays the status of the part relative to the source.

In Stock if inventory level satisfy amount required.
Low Stock if inventory level does not satisfy amount required.
On Order if the part is on order with a supplier.
Received if the part has been received from a supplier.
Quote Received if an online inquiry has been received.

Enter the description of the part.
Enter the part number.
Enter the manufacturer and line code if required.
Enter MSRP if not an inventory item and you have it turned on to display in work order formatting.
Enter your cost if not an inventory item.
Enter your desired profit margin.
Enter the core value and choose a core status from the drop down box.
1. Returned - Core is being returned to the supplier.
2. Unusable - Charges the customer for the core.
3. Pending - Charges the customer for the core but allows for later credit upon return of the old core.
Select a sell level, fixed rate or fixed total.
Enter the number of units to be sold.

Choose the discount type from the drop down list.
Enter the discount amount if using Hard Amount.
Enter the discount percentage if using percentage.

The contact's material discount is shown at the bottom of the discount dialog if applicable.

Override the default other charges as required.
Select a technician from the drop down box if a different technician is to be credited with the part's sale.
Override the default display options for quantity, rate, part number, supplier, price reduction, and MSRP as required.

With the update material item dialog open, click Inventory Item.
Click Search Inventory.
Search by Description, Part number, Manufacturer, or Size by entering the search text in the necessary field.
Enter the minimum quantity to search on if required.
Enter the grid location if required.
Select the location to search or the master list as required.
Click Find or press Enter.
Right click on the part you require.
Click on Draw from Inventory to draw the part from inventory to your work order.
Click on Update Material Item if you need to access the material card.
Make any modifications to the material item or choose a different pricing level and then click on Apply if you search another location or the master list to draw the information back to the work order.

Supplied Item - Allows you receive a part from a supplier, order or inquire online with a supplier, or add the part to a purchase order.

Click Supplied Item.
Click Receive.
Edit the part description as required.
Edit the part number as required.
Select the supplier from the drop down list.
Enter the supplier's invoice number (SI#) or choose an open invoice from the drop down list.
Enter the quantity received.
Enter the amount that has been back ordered.
Enter the amount being returned.
Enter your selling price.
Enter your cost.
Enter the core price.
Enter the margin percentage.
Click Add to Supplier Invoice.
Confirm addition to existing supplier invoice if applicable.

Receive Item Tour

Refer to The Supplier Connection.

Click on Supplied Item.
Click on Add to Purchase Order.
Edit the part description as required.
Enter the part number.
Enter the manufacturer.
Enter the size.
Enter the quantity to be ordered.
Enter the core value.
Choose a supplier from the drop down list.
The Purchase Order number is set to the work order number to facilitate tracking. The purchase order is now waiting in the Purchases Manager to be submitted to the supplier.

Add to Purchase Order Tour

Right click on an existing item.
Click on Insert Above or Insert Below.
Click on Inventory Item to insert a new material item and search inventory for the required part.
Click on Supplied Item to insert a new material item from a supplier or an unsourced part.
1. Receive Item - to receive a material line item from a supplier.
2. Unsourced Part - to add a material item that has yet to have its source determined.
3. Order Inquire/Online - to inquire online with a supplier to availability and pricing.
4. Add to Purchase Order - to create a purchase order for a supplier.

Right click on the material line item.
Click on Remove.
Confirm the removal.

Right click on the material line item.
Click on the Up or Down arrow accordingly to move the line item within the problem, inspection or service.
Click Move To... to move the item to another problem, inspection or service.

Processing Warranties

Supply Items

Right click on an existing item.
Click on Insert Above or Insert Below.
Click on Supplies.
Click on Find to search your supply inventory.
Double click the desired supply item.
Enter in the number of units to be consumed.
Change the display options in the format tab as required.
Click Apply.

Double click on the supply item.
Edit as necessary
Click Apply.

Right click on the supply item.
Click on Remove.

Right click on the supply item.
Click on the Up or Down arrow accordingly to move the line item within the problem, inspection or service.
Click Move To... to move the item to another problem, inspection or service.

Materials Ordered

The materials ordered section allows you insert, update, remove and move material item using the same tools as mentioned above under the Material Line Items section.

Other Charges & Comments

You can edit the other charges and comment lines directly from the work order tab by double clicking on the line item. Use the same methods for modifying these items as when using the Edit menu. See Modifying a Work Order for further details in this chapter.