Moha at 17:43, 11 June 2011

2011-06-11T17:43:25Z

Moha: Created page with "When your technicians have completed the work, you will want to update the order with the services performed, make sure the Billable Qty is accurate based on actual hours your te..."

2011-06-11T17:41:33Z

Created page with "When your technicians have completed the work, you will want to update the order with the services performed, make sure the Billable Qty is accurate based on actual hours your te..."

New page

When your technicians have completed the work, you will want to update the order with the services performed, make sure the Billable Qty is accurate based on actual hours your technician worked and then close the order.

To update the order, first open the order. You can use the search button to find the order, or you can jump to the order from the Order Dispatch window.

Jump to order from Order Dispatch:

# Open '''Order Dispatch''' and select the '''Day Planner''' tab.
# Select the order on your technician’s schedule that needs to be updated.
# Click '''Jump To''' '''Service''' at the top of Order Dispatch and the order will open.

<span style="color:orange"> '''**NOTE**''' </span> If Jump To Service isn’t available in the Order Dispatch window, click '''Preferences''' and check Show '''Advanced Features in Dispatch Control'''.

[[File:Preferences.jpg]]

<h3>Update Services Performed</h3>

# Select the '''Work Requested''' tab.
# Type the work performed on the '''Services Performed''' side, on the right.

<span style="color:orange"> '''**NOTE**''' You may have common services set up for commonly performed services. Right click in the services performed field, select common services.

<h3>Update Actual Labor Hours on Labor Editor</h3>

# Select the '''Labor''' tab.
# Select the labor item and click '''Edit'''. The Labor Editor will open.
# Update the Billable Qty field with the hours worked, or the amount you want to bill the customer for.
# Confirm the type of service selected in the '''Service Item''' field.
# Click '''OK'''.

<h3>Close the Order</h3>

# Click '''Actions''' and select '''Close Order'''.
# The order is set to Closed and will show at the top of the order.

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−	<span style="color:orange"> '''NOTE''' You may have common services set up for commonly performed services. Right click in the services performed field, select common services.	+	<span style="color:orange"> '''NOTE'''</span> You may have common services set up for commonly performed services. Right click in the services performed field, select common services.

Closing an Order - Revision history

Moha at 17:43, 11 June 2011

Moha: Created page with "When your technicians have completed the work, you will want to update the order with the services performed, make sure the Billable Qty is accurate based on actual hours your te..."