Service Menu on Prospect Form

□	The Service Request Form is normally used to enter a Work Order request for an Installation, Repair or Inspection at the premises of an existing Account.

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However, there are times when - in the process of soliciting a Prospect - a Service Request is appropriate for that Prospect - perhaps to evaluate an existing system, inspecting a pre-wire on a new home the Prospect just purchased, or for some other system "take-over" related situation where the efficacy of that system is in question.

•	The Service Request Form is available as a selection on the Prospect Form's Service Quick Access Menu.

□	Creating a Service Request for a Prospect:

•	To open the Service Request Form, on the Prospect Form, Locate (F2 Prospect Search) the appropriate Prospect for whom a Work Order needs to be created.

•	On the Prospect Form's Service Quick Access Menu, Click Service Request.

•	The newest Service Request entered for this Prospect (if any) will be displayed.

•	If no previous Service Request has been entered the Form will be blank (contains no data).

•	Click Add ("+") to start a new Work Order (Service Request).

HelpFilesServiceRequestFormNewForProspect

New Service Request Form for Prospect

•	Request box on the Service Request tab at the top of the Service Request Form

•	Work Order # - Automatically assigned by the system.

•	CSID - This field will remain empty.

•	Requested On - By default, Today is inserted.

▪	Use the Drop-Down Date Selection Box to change the Date, if appropriate.

•	Requested By - Enter the name of the person or department requesting the service.

•	Work Order Type - There is no default.

▪	Using the Drop-Down Selection List provided, Choose the Type of Work Order this will be.

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Work Order Types

1)	Standard Work Order - Most Prospect related Service Requests will be of this kind.

2)	Fire Alarm Test - For periodic Fire Alarm Testing.

3)	Fire Extinguisher Inspection - For required Fire Extinguisher Inspections.

4)	Installation Order - For documenting the Inventory requirements of a New Installation.

•	Conditions Reported - Enter a description of the service problem.

▪	You may enter up 150 characters (this is not an Edit Rich Text field).

▪	Upper & Lower case letters, all numbers and most punctuation marks are permitted.

•	Comment - Enter any comments that may help the Technician better understand the reason for this service.

▪	If there is a special contact number for them (i.e., Cell or a direct internal Phone line) and it was not able to be entered above, include that information in this field.

▪	Enter up 150 characters are permitted (this is not an Edit Rich Text field).

▪	Upper & Lower case letters, all numbers, spaces and most punctuation marks may be used.

•	Service Type - This will better categorize the type of Installation or Service Call that is required for this Work Order.

▪	Use the Drop-Down Selection List provided to Choose the appropriate Service Type.

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Sample Service Types Drop-Down Selections

▪	By assigning a Service Type to this Service Request before assigning a Technician (see Tech below), the Technician Skill(s) generally associated to that Service Type will be inserted into the Technicians Skills tab of this Work Order, automatically.

▪	When a Service Type is assigned to this Service Request, the default Priority Number (3) is reset - if different - to the Priority Number established for that Service Type.

•	Service Category - Optionally, a sub-category of the Selected Type of Service may also be chosen.

▪	Use the Drop-Down Selection List provided in the field to the right of the Service Type field to Choose the appropriate Service Category.

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Sample Category - Drop-Down Selections

•	Tech - Before assigning a Technician to this Service Request, review the "Verify Skills" section below as well as the Technician Skills tab chapter!

▪	If you are ready to assign this Work Order to a Technician, use the Drop-Down Selection List - which lists both the Employee Code and each Technician's Name - to Choose the desired Technician.

▪	The list of Technicians can be sorted by either Employee Code or by their Name.

▪	To do so, Right-Click the Tech field to display the Search by... option.

▪	Then Click the right arrow „ to display the Search by options.

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▪	This allow you to sort the list of choices by the chosen field name.

▪	Click on the selection type you prefer.

▪	This will be the Users default order of the selection list for this field unless a different field name is selected later.

•	Salesman - Identify the Salesperson who would be eligible to earn Commissions for the Parts and Service Sales associated with this Work Order.

▪	If you are ready to assign this Work Order to a Salesperson, use the Drop-Down Selection List - which lists both the Employee Code and each Salesperson's Name - to Choose the desired Salesperson.

▪	The list of Salespersons can be sorted by either Employee Code or by their Name.

▪	To do so, Right-Click the Salesperson field to display the Search by... option.

▪	Then Click the right arrow „ to display the Search by options.

HelpFilesSearchByOptionSelections

▪	This allow you to sort the list of choices by the chosen field name.

▪	Click on the selection type you prefer.

▪	This will be the Users default order of the selection list for this field unless a different field name is selected later.

•	Time Slot - The general time position the Prospect has requested, if applicable.

▪	Time Slots are numbers from 1 (the earliest) to whatever number of time slots you offer in a day (the latest).

▪	Enter the time slot preferred by the Prospect.

•	Priority - A Priority Number of 3 will be inserted if no other number is entered.

▪	Although typically, it is set to 3, it may be changed as needed to indicate more and less critical situations.

▪	When a Service Type is assigned to this Service Request, the Priority Number is reset to the Priority Number established for that Service Type.

o	That Service Type Priority Number may be changed as needed to indicate more and less critical situations.

▪	The Priority Number is included in the Pending Work Orders Listing on the Technician Scheduling Form.

▪	If not scheduled initially Using the Schedule Button, the Service Manager (or other User) that is scheduling this Work Order using the Technician Scheduling Form, may use this Priority Number value to help in that process.

•	Click the Save button ("ü") to record this Work Order.

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Service Request Form for a Prospect with the basic information entered

◆	See the Service Request chapter and its related sub-chapters for complete information about Entering a Service Request.