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Work Orders

The work order is identical to a customer order, except that it contains information relating to the work to be performed.
In addition, it can be placed in a service schedule grid for a chosen technician. Among the information to be specified are:

- The job address (similar to the DELIVER TO information in the customer order)
- The nature of the job and details
- The date the job should be completed
- The parts or products that are billable to the customer

A work order can be modified, destroyed, or printed.




If no date is entered in the job details section, the work order WILL NOT BE RECORDED IN THE SERVICE SCHEDULE. Optionally, a time and duration can be specified for the job. Please note that the software does not record the time. However, the duration is supported, and a duration of more than one day will be recorded in the service calendar.

For a new work order, it is possible to enter a payment, which will be considered a deposit. When the new work order is saved, a deposit receipt will be issued.

The WORK ADDRESS button allows you to select and/or create new addresses in the records. You can simply enter the work address, select it from existing records, select it from the shipping network, or create a new permanent address in the records, which will also be added to the primary customer's shipping network (BILL).



The button allows you to create a new customer record for the delivery (or work) address using the same rules as creating a new customer.



In addition, this new address will be added to the shipping network which can be selected on subsequent work orders.




A service history may be available for the customer (if one exists).
The historical work order can be imported with or without the items.

At the top of the work order, you'll find the work order tracking options.

Allows you to start the work order for processing with or without a date.

Allows you to confirm the work order.

Allows you to schedule or modify the scheduled date of the work order (similar to schedule).

Allows you to stop a work order.

Allows you to delete a work order (only available for a stopped work order).

Allows you to mark a work order as complete (makes it disappear from this screen).

If a product code for labor is entered in the OPERATIONAL BEHAVIOR in the ADMINISTRATIVE SETTINGS,

the button will appear.

By clicking this button, a private time counter for this work order will be activated. It remains in function even if another work order is loaded or another software function is used.

When the ADD TIME button is clicked, the current time is added with the associated product code by adding the technician or user and the date to the items.


The SERVICE+ options now allow you to specify a different print document depending on the type of service.
(for existing customers a request must be made to the office to activate SERVICE+ in your company)
EX: A custom document for a specific type of repair or maintenance facilitating the technician's work (check list)

To use this option, you must create the document(s) following the nomenclature "Work Order 2", "Work Order 3", etc... depending on the number of DIFFERENT documents required.
Then simply specify them in the service types (SETTINGS ADMINISTRATIVE)


The form is also a new feature of the SERVICE+ option and allows you to assign a question form designed for a type of service. EX: A special form to check or choose for the inspection of a vehicle, etc...
These forms are configured in the management of service forms in the administrative settings.
If you do nothing the default document will always be "Work Order".

If a form is paired with a type of service and this type of service is that of the work order then you will see the form to fill out.
The work order will keep the information from the questionnaire.

This is useful for:
- A process control or inspection mandated by an organization or a manufacturer.
- An internal quality and assurance control for the customer.
- Any other control or process requiring a verification that must be kept.
(in our example here the periodic inspection of a vehicle.)


Option requested: You can also now display in a window the essential information of the work order in order to copy and transpose on a label to either classify parts or any other need.