| □ | Creating Work Orders for Job Tasks |
| • | Click on the specific Job Task detail line for which you want to create a Work Order. |
| • | Work Order - Click the Down-Arrow ‚on the Work Orders icon at the top of the Job Tasks tab (see mouse pointer in illustration below). |
| • | Select the New Work Order option. |
| ▪ | The Job ID Number will be automatically inserted in that field on the Service Request Form. |
| • | This newly created Service Request's Work Order Number (see mouse pointer in the illustration below) will be inserted into the Work Order column in this Job Tasks tab. |
Job Task entry on the Job Costing Form
| • | When a Work Order, created from a Job Task, is displayed in the Work Order Listing on the Technician Scheduling Form, that Work Order will be classified with a Job Appointment Type. |
| □ | Updating Work Orders - To do so, you should have previously created that Work Order (number) from within the Job Tasks tab. |
| • | You may want to add or modify previously entered Work Order's Conditions Reported or Comments fields, or the Services Performed for the work that is currently selected on the Job Task. |
| • | Once you've entered a Work Order, as long as that Service Request has not yet been printed and dispatched, you may Click the Work Order icon and Choose Go To Work Order and modify the Conditions Reported, Comments and/or Services Performed fields, or for assigning the installing Technician. |
| □ | Invoicing for multiple Work Orders - |
| • | Repeat, as needed, until you have entered all of the individual Job Tasks required. |
| • | Create individual Work Orders for each Job Task. |
| • | Update these Work Orders with additional information, as needed (see Updating Work Orders above). |
| • | You now must select one of two choices as to how these Job Tasks will be Invoiced. |
| 1. | As each Work Order is completed (see Completing a Work Order) fulfilling the requirement(s) of the Job task, Select the Complete button and when requested, indicate that an Invoice should be created for that Work Order. |
| ▪ | This method also allows you to identify Technician(s) required for the Job Task, and the Labor Rate and Hours required of each to completed the Job Task. |
| ▪ | Repeat this process as each Job Task and it's related Work Order is completed. |
| ▪ | Select the Complete button and do not request that an Invoice be created. |
| ▪ | Complete all of the Job Tasks, that you will need to Invoice, but do not bill them in the Service Request Form. |
| ▪ | Use the Generate Invoices button on the Job Tasks Form to combine the charges for all of the Amounts to be billed for those Job Tasks. |
