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Post date: Oct 13, 2015 4:38:58 PM
A 'Work Order' corresponds to the older style 'service ticket' or 'installation work order'. The new Work Order is intended to replace the older, printed-on-paper work order, and it is designed to be edited in the field by a mechanic (although it can be edited by office personnel as well with permission). The customer can sign the interactive Work Order with a stylus right on the mechanic's tablet or phone.
Work orders can be added and edited on the following screen: "SM View Truck Schedules (1118)". On this screen you'll be able to select a list of viable mechanics, to view their schedule and add work orders. Once you've selected the necessary viewing options click "view" towards the bottom left of the screen, and you should be presented with the 'Truck Schedule'.
Configure Work Order: To configure/build a new work order simply click "Add new" on the truck schedule. This can also be done from the "Display Order Information" screen by clicking "work orders" and then "schedule this order". Configuring Work Orders may be done typically by the salesperson or dispatcher. From here you can select the associated order#, scheduled date, the job order (for multiple jobs in a day - the 'job order' is the 'sequence' that jobs will follow for that mechanic for that day), tech & helper, etc. The 3 fields below will be for work description, schedule comments, and instructions. Once you've input all pertinent information click save - this will then take you back to the truck schedule screen.
Edit Work Order: From here you can now edit work orders. This will be represented on the truck schedule as WO-E and on the "Display Order Information" screen under Work Orders. The 'Edit Work Order' screen is mainly for the mechanic on site. This is where the mechanic will list the quantity of items used and other notes such as arrival times and a description of work performed; they can also list the additional work needed if there's more to be done. This is where the new Detail Sheets (insert HTML link in Detail Sheets to appropriate page) can be used. ('Detail sheets' allow you to include things for the mechanic like Preventive Maintenance checklists, sectional door dimensions, etc.
Accept Signature: Once you click 'Accept signature' you'll be taken to the "Work order acceptance" screen. This will essentially provide an overview of the job done for the customer. Once the customer has reviewed this information they will then sign the signature box towards the bottom of this page (preferably with a stylus if using a tablet), fill in their name and date. Once this is done click save.
Post Work Orders: Once a mechanic has gotten a signature and entered the customers name into the accept signature screen he's now ready to go back to work order edit and select 'Post work order'. Posting a work order basically locks the work order from further edits. The mechanic enters the customer's email address, and this then sends the work order receipt directly to the customer, eliminating the need for paper.
A final note about checking Work Order Status: The truck schedule screen will list the clickable links for work orders, they all begin with "WO" but what follows after describes the specific stage they're in. "WO-E" means it's currently in the Edit stage. "WO-P" means the work order has been posted & lastly "WO-IP" means the work order has been imported and posted.
Import Work Orders: The final process involved in work orders is importing the posted work orders for billing. To do this you'll need to go to the order details screen and click "Import work orders" (or alt+w for a command key shortcut). All the work orders associated to this sales order will be listed. To import the items simply click the checkbox next to the work orders that have been completed and are ready to be imported for billing. This step 'ships' each of the lines and the only thing left to do is create invoices.
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