Work Order Management

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Navigation
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Overview
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• 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
Created by		Agreement Labor	Agreement Parts
Hours Est	Dollars Est	Completed	Approved
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Dispatch Tab
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Overview
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• Add or edit dispatch cards
• Unlimited dispatch cards
• Close Dispatch cards individually
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Equipment Tab
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Overview
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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
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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
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Overview
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