Program Module(s) Affected
|
Chapter Links
|
Description of the Enhancement
|
|
|
|
Getting Started
Service Tracking System
|
User Options
Company
Company Settings
|
Search By - A new Search By field has been added whereby a search may be performed on any selected Column (i.e., ID, Section, or Setting Name) to locate a specific Company Settings.
Use Division Address - By default, the UseDivisionAddress option is set to False ("F").
| ▪ | When the UseDivisionAddress option is set to True ("T"), if a Subscriber has been assigned to a Division, except on an Installation Order, that Division's Address will be printed as the Company Address on a printed Service Request Form. |
Include Auto Service WO - By default, the IncludeAutoServiceWO option is set to False ("F").
| ▪ | When opening a Service Request Form, Warning Messages are displayed based on certain circumstances (e.g., Outstanding Balance Due, open (unfinished) Service Requests exist, their Service Contract has Expired) - except if the only open (unfinished) Service Requests were created automatically using the Auto Service feature. |
| o | This functionality may now be kept by setting the new Company Settings option "IncludeAutoServiceWO" to False ("F") to eliminate those Warning Messages when the only open (unfinished) Service Requests were those that were created automatically using the Auto Service feature. |
| o | Setting this "IncludeAutoServiceWO" option to True ("T") will turn on Warning Messages (if appropriate) regardless of the origin or type of any existing Service Requests. |
|
Service Tracking System
|
Service Requests
Completing a Service Request
|
| ▪ | The Comment field on the Service Request Form may now accept an entry of up to 500 characters. |
| o | When assigning a Salesperson to a Service Request, only those Employees whose Employee Type is identified as either Sales or All will be available (in the Drop-Down Selection List list) for populating the Salesman field. |
| o | Click this Show Total button to display the Estimated Invoice Total dialog which includes the Labor + Mat.\Inv. + Misc. Service Request charges, plus any applicable Sales Tax. |
| ▪ | Invoice\Materials entries may be pre-approved in the Generate Invoices dialog, then that created Invoice will be itemized accordingly. |
| ▪ | If a modification of a Service Request which has been Invoiced and/or marked as Completed is necessary an Authorize Transaction dialog may be displayed in which case the User must Specify the reason for the Modification. Work Order has been Completed or Invoiced! - The User must then Confirm that these changes are required by Clicking the Yes button and a record of these changes will be posted to the Changes History for this Work Order |
| ▪ | A new View History Icon on the Work Order Options bar provides access to the Changes History for the Work Order. |
|
Service Tracking System
Inventory Tracking & Job Costing
|
Service Request
Installation List tab
Job Costing
Inventory List
|
When the Service Request was created from a Job, and as part of that Job Costing information an Inventory List was created, the new Pick From Job option becomes active.
|
Service Tracking System
|
Service Types
|
The revised and enhanced Service Types Form now provides these additional features and functions:
| ▪ | Sub-categories of the Service Type (any number of which may be defined for each Service Type) called Service Categories. |
| ▪ | Identification of the Technician Skills that would normally be required to successfully complete any Service Request (Work Order) which has been assigned this Service Type. |
| ▪ | When a Service Type is assigned to a Work Order, the preset Priority Level of that Service Type is inserted into the Priority field of that Service Request Form. |
|
Service Tracking System
|
Technician Scheduling
|
| ▪ | The Technician Scheduling Form has been substantially enhanced with new Actions, Filters and Columns options on the Pending Work Orders Listing, and greatly improved Filtering Capabilities for quickly selecting the Technicians to be displayed within the Technician Schedules (Day View) section. |
| ▪ | The Action Search function now has the Subscriber ID and Work Order Condition as searchable options. |
Normal operation provides that only thoseTechnicians with the selected Skills chosen using the Tech Skills Icon on the Technician Scheduling Form will be included in the Technician Schedules section - whether or not they have existing Appointments entered for the selected Schedule Date.
| ▪ | Now, to revert the listed Technician Schedules section to those Technicians previously selected from the Visible Schedules dialog, simply Un-Check all of the selected Technician Skill(s) chosen in the Tech Skills list. |
|
Service Tracking System
|
Work Order Invoicing/Review
Work Order tab
|
A new Installed Equipment button has been added to the Work Order tab on the Work Order Invoicing/Review Form.
|
|
|
|
