Jobs – Manage Work

Tiers: Scaling Up, Skimmer for Enterprise

Step-by-step instructions . . .

1

If you have related work orders for the original Quote, they will transfer. You can also create more work here by clicking Add. You’ll get a pop-up box with two options. Option one is to choose a new work order. This will take you to the standard screen for creating a new work order. Option two is to create a work order based on a work-related line item. Select that and it’ll give you relevant line items to choose from.

2

Work orders are associated with a service location, and for each work order you’ll see the name, assigned tech and date, status, and associated products or items needed with their related information.

3

For unscheduled or scheduled work orders, the status of items that haven’t been marked as installed will be “On Shopping List.” For finished work orders, installed items will show quantity and price, plus the ability to add them as a line item with the “money arrow” button. You can edit the work order, and if the work order isn’t already a line item, you can make it one. As you finish work, its status will change in the Job.