Work Orders Help

Topics

Actual Repair Information
Calculating Invoice Totals
Closing a Job
Description of Repair
Editing Tables
Ending a Job
Finding an Account
General Account Information
Printing Invoices
Reports
Starting a Job
Using the Operation Buttons

Registration




 General Account Information

Complete the General Account Information section with information about your customer.


Description of Repair

Complete the information about the item to receive service along with the description of the repair, estimated hours, rate, price, and any comments about the repair.


Actual Repair Information

Assign the repair to a Technician in the Actual Repair Information.  Once a job has been Ended, the Total Hours, Actual Price and Technician Notes can be entered (see Ending a Job).


Using the Operation Buttons

Use the Query , Add , Update , and Remove buttons to invoke the various data manipulation operations.

The Execute button is used to commit an operation and the Cancel button is used to abort an operation.

The First , Previous , Next , and Last buttons are used to navigate through the records in the query list. To perform specialized queries you may use wildcards in the fields. To learn how to optimize your queries by using special characters go to Using Wildcards in Queries.


Finding an Account

Use the Find Button to search for account data in the main Accounts Receivable information for copying into a Work Order's General Account Information.


Starting a Job

The technician should query up the work order and then click the Start Job button to indicate that the order is a work in process.


Ending a Job

When work on a job has been completed, click the End Job button.  At the prompt, complete any relevant information regarding the repair details.  Once the Repair Details screen has been closed, a second screen for indicating the inventory consumed on the repair will appear.  Add the inventory consumed to the grid and click the OK button when finished.




Closing a Job

Use the Close Job button to close out a work order and generate an invoice for the customer.  Once the close job button has been pressed, the Calculate Invoice Totals screen will appear and the details of the invoice such as the chargeable inventory, discounts, and taxes can be calculated.


Calculating Invoice Totals

The Calculate Invoice Totals screen is used to provide the final details of an invoice before printing.  The repair price can be based upon a predetermined flat Job Price or the total number of Hours multiplied by the Hourly Rate.  Discounts can be applied to either the service or the parts or both.  Taxes can also be applied to either the service or the parts.  The highlighted inventory rows in the grid represent the billable inventory.




Printing Invoices



After calculating the invoice totals, the invoice will appear and can be printed.


Reports

The description of the available Work Order Reports are as follows:

Work Order An estimate of the work to be performed as well as the estimated price
Invoice A printout of the invoice for the work order
Count Sheet A listing of all stock inventory items for use in performing physical inventories
Inventory A listing of the current stock inventory items and the quantities on hand
Low Inventory A listing of all items that have quantities below the minimum safe amount
Scheduled Work A listing of all work scheduled for completion by a promised date
Technician Performance A listing of the total revenue generated by each repair technician
Work Order History A listing of the work order history for specific customers



Registration

To register the Accounts Receivable select Register Accounts Receivable from the Help menu. At the prompt, enter the 16 character registration code. To obtain a registration number contact Markosoft at info@markosoft.net.