The functionality of a Service Order is to give the ability to schedule jobs (tank sets, preventative maintenance, leak checks, etc.) and assign and dispatch suitable technicians to those tasks.
Articles
Creating a Service Order
Navigate to Main Menu / Customer Menu / Customer Maintenance . Select the customer who requested service and choose Service Orders . Choose Create located on the menu on the right side of the screen. The Service Order# automatically ge...
Printing a Service Order
A Service order can be printed for the technician from the service order screen. If the driver is using Mobile-Service, the service order will communicate to his handheld after the next mobile download is performed. Highlight the Service Ord...
Dispatch Technician to Job Site
Once a Service Order has been created and the Technician(s) assigned, dispatch the Technician(s) to complete the Service Order using one of the methods below. As with setting a Service Order Technician to Dispatched, the Technician can also be set ...
Completing a Service Order
The system is designed so that it will automatically set the Service Order status to Completed once the Cleared entry has been made with regard to the Technicians tab on the SO. The system will also set the Closed Reason code. &n...