Quick and Easy Jobs – A guide to Service

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Presentation transcript:

Quick and Easy Jobs – A guide to Service Presenter: George Jackson

Agenda Service System Profile Setup / Edit Work Orders Prepare Billing New Features

Service System Profile W/O Categories Cost Types GL Integration Sales Categories

Service System Profile W/O Options Prefix with the year Bill-To Option Merge Customer Comments Revenue Allocation by Service Item Don’t Pass Employee Name to the Billing

Service System Profile Permissions Who Placed Call is Mandatory Allow Dispatcher to add a new Customer Do not allow entry if over Credit Terms

Service System Profile Star Options Post P/R Hrs to W/O Immediately WIP Accounting NEW: Post W/O Costs to Job Immediately NEW: Prepare Quotations and Update W/O Price Quoted

Service System Profile Spare Fields Table Required Use on Mobile Display in Service

Service System Profile My Tabs Defined by User Available Fields Selected Fields

Setup / Edit Work Order Other / Tables/ Personnel / Spare Prepare Quote Charge Parts Charge Lab Charge Equipment Prepare Billing Deposits

Prepare Billing Based on Costs Based on Quotation Fixed Price Quote Flat Rate Discounts NEW: Invoice and Update

New Features Deposits Service Item Notes Prepaid Warranty Flat Rate Discounts View Customer Spare Fields from Prepare Billing