1. Quick and Easy Jobs – A guide to Service
Presenter: George Jackson

2. Agenda Service System Profile Setup / Edit Work Orders Prepare Billing
New Features

3. Service System Profile
W/O Categories
Cost Types
GL Integration
Sales Categories

4. Service System Profile
W/O Options
Prefix with the year
Bill-To Option
Merge Customer Comments
Revenue Allocation by Service Item
Don’t Pass Employee Name to the Billing

5. Service System Profile
Permissions
Who Placed Call is Mandatory
Allow Dispatcher to add a new Customer
Do not allow entry if over Credit Terms

6. Service System Profile
Star Options
Post P/R Hrs to W/O Immediately
WIP Accounting
NEW: Post W/O Costs to Job Immediately
NEW: Prepare Quotations and Update W/O Price Quoted

7. Service System Profile
Spare Fields
Table
Required
Use on Mobile
Display in Service

8. Service System Profile
My Tabs
Defined by User
Available Fields
Selected Fields

9. Setup / Edit Work Order Other / Tables/ Personnel / Spare
Prepare Quote
Charge Parts
Charge Lab
Charge Equipment
Prepare Billing
Deposits

10. Prepare Billing Based on Costs Based on Quotation Fixed Price Quote
Flat Rate
Discounts
NEW: Invoice and Update

11. New Features Deposits Service Item Notes Prepaid Warranty Flat Rate
Discounts
View Customer Spare Fields from Prepare Billing