Table of Contents
Creating the work order
From the Account screen, search for the company and click on the Work-Order button
From the Service Work-Order screen enter:
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The description have a prefix of SERVICE followed by the item description
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The serial number of the equipment
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A comment describing the problem
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Click on Generate Service Ticket
From the Service & Repair Module, open the service ticket.
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Two tabs will be auto-populated as a result of the work order (Customer and Work- Order).
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Add any Labor, Parts, Items, Packages, or Service Groups needed for the service/repair.
Open the workorder and click on the Update Workorder icon
Modify as needed (like prices or delivery charges) and click on the Invoice button
Post the invoice as needed