Step 1 – Technician Dispatch, Arrival and Departure
To enter their dispatch, arrival and departure times the technician may double click on the WorkOrder appointment on the calendar and the following dialog box will appear:
Step 2 – Complete Work Order
When the Completed time has been entered click the Save button. The Work Order will be Saved and the Status will automatically be changed to Completed and be colored orange.
Step 4 – Go the Customer Manager
The Customer Manager may be reached by double clicking on the appointment and selecting Customer. Note that the Status has been changed to Completed.
Step 5 – Close out the Work Order
When you go the Customer Manager select the Work Orders tab. The completed Work Order will be shaded orange. Click on the View button.
Change Status to Complete by selecting it in the drop down menu.
Step 4 – Close Out the Work Order
- Make sure Status shows Completed
- Select the Complete tab
- Type in the Customer’s Name
- Have the Customer sign their name
- Click the Complete WorkOrder button
Note: In this example the Deliver Invoice check box is checked. The invoice for the completed Work Order will be delivered to the customer via their designated Delivery Method when the Complete WorkOrder button is selected. If you don’t want the Invoice delivered be sure to unselect the Deliver Invoice box.
Here is a sample of the Invoice email which includes a PDF attachment of the invoice:
Step 5 – View Invoice
After you select Complete WorkOrder you will receive a Notification that the Work Order has been closed. Click on the View Invoice button.
The following screen will then display:
Step 6 – Select a Print Option
Click on the Printer and Envelope area to view Preview and Delivery options.
There are three options: Preview, Print and Redeliver.
Preview Option will download a PDF of the Invoice from your web browser.
The Print option will download a PDF of the invoice and mark it as Delivered.
The Redeliver option will resend the invoice. The invoice may be mailed or you can enter an email and select the Email button to deliver via email.