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
Logging Parts Used
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.


Repair Estimate

Complete the nature of the service, estimated hours, hourly rate, and the estimated price of the requested 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 Work Orders main table for copying into a Work Order's General Account Information.


Starting a Job

The technician should query up a 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.


Logging Parts Used

When a service job requires parts to be purchased and used, the Parts Tab can be used to log the part descriptions, part numbers, quantities used, and the prices of the parts.  These parts entries are automatically pulled into the Calculate Invoice Totals screen and teach entry can be added to or removed from the total charges for the final invoice from the Calculate Invoice Totals screen.


Calculating Invoice Totals

The Calculate Invoice Totals screen is used to provide the final details of an invoice before printing.  The service 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.  Sales Tax can also be applied to either the service or the parts.  The highlighted parts rows in the grid represent the billable parts.




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