Work Order Management

Navigation
Select Search > Jobs > Use the search to find the job  > Click the job in the Result Grid  > Click Edit. Select the Work Order link in the Dispatch Cards tab.
Overview
By default, each job has one work order with one dispatch card.  An unlimited number of work orders can be added to the job.  Each work order can have an unlimited amount of dispatch cards.
• Dispatch Card Tab
• Equipment Tab
• Notes Tab
• Transactions Tab
Fields
Customer		Site
Job	Job Type	Service Type	Priority
WO	WO Status	Job Status	PO Number
Work Order
Description
Equipment		Site Agreement
Serial Number		Warranty Labor	Warranty Parts
		Agreement Labor	Agreement Parts
Hours Est	Dollars Est	Completed
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Dispatch Tab
Overview
The Dispatch Cards tab provide an editable list of dispatch cards attached to the work order.
• Add or edit dispatch cards
• Unlimited dispatch cards
• Close Dispatch cards individually
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Equipment Tab
Overview
The Equipment tab provides the details  attached to the work order.
Fields
Equipment Code	Serial No.	Active
Description	Level	Labor Warranty Start
Item No	Install Date	Labor Warranty End
Manufacturer	Sale Date	Parts Warranty Start
Model	Comments	Parts Warranty End
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Notes Tab
Overview
Notes are managed on the Notes Tab.
• Use the More drop-list to toggle the form to add a new site note.
• Use the More drop-list to toggle the form to search for an existing site note.
• Click the Edit option in the Results Grid to edit an existing site note.
• Click the Remove option in the Results Grid to remove an existing site note.
• Use the Customer radio option to view the Customer's notes.
Fields
Category
Note
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Transactions Tab
Overview
The Transactions tab display a list of transactions that are attached to the dispatch card.  Unbilled transactions can be edited.
Custom Forms Tab
Overview
Custom Forms provide the user the ability to record data that cannot be collected using the software's default fields.
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