Edit Work Order
The work order screen has 3 main sections (DETAILS, SCHEDULES, INVOICE)
- DETAILS section: This section provides basic information about the work order description and a text box for the technician to record the work resolution. There are numerous customization drop-down lists and text boxes to capture relevant information about the work orders.
- Customizable Drop-Down List: Use these drop-down lists to classify and group work orders.
- Job Type: Example “Heating”, “Plumbing” or “Residential”, “Commercial
- Secondary Status: Your Technician selects the status based on the work that was done. Example “Customer not available”, “Waiting on parts” etc. from the field.
- Class: This list is imported from your QuickBooks. Class gets transposed into your invoice in QuickBooks.
- Marketing Campaign: This is a unique list which provides you the flexibility of also changing the name to whatever suits your operations.
- Priority: Add or change this list to include your own priority categories.
- Customizable Text Boxes: Name your own Text Boxes to capture what may be relevant for your work orders. Example P.O. Num, Serial Number, etc.
- SCHEDULES (visits): Schedule your Technicians to perform the work. Add multiple visits to the same work order.
- Your technician records the actual time they worked through the Field Promax Mobile App.
- Complete checkbox: The technician checks Complete when the visit done.
- Approve: checkbox: Te administrator checks the Approve check box. This prevents the technician from making further changes to his time.
- Billable check box: Based on the hourly rate the total amount is calculated and a labor line item is added in the INVOICE section. (Often you charge your customer a flat rate for labor. In such cases, uncheck the Billable check box, which removes the labor line item from the INVOICE)
- INVOICE: There are 2 types of line items in the Invoice.
- Labor: The labor line item is added automatically from the SCHEDULE section.
- Products: Add Products (materials) that were used for the job.
- Bottom Section: In the section below view your Images, Documents, Expenses, Equipment, and Amount Received.
- Expenses: Through this module your technician may record expenses and upload a receipt.
- Equipment: Through this module you can track your customers equipment or your own rental equipment.
- Upload Images: Your technicians may upload before and after images from their mobile app.
- Upload Documents: Upload PDF documents for your job. Download and view from the mobile app.
- Job Type List: Create custom check list for your Technicians.
- Record Payments. View payment details in this section.
- ACTIONS button: You can perform several actions from this button.
- Send to QuickBooks: This closes the work order and automatically generates an invoice in QuickBooks
- PDF As Invoice: This generates a PDF with all the pertinent information about the work order.
- PDF as Work Order: This contains the same information as PDF as Invoice, but the prices are hidden. Send this version to your customers as a documentation of work complete.
- Close Only: With this action, you close a work order without generating an invoice in QuickBooks
- Cancel Order: Cancelling a work order places the work order under the Cancelled Work Orders tab.
- Copy Order: Use this functionality to copy an existing work order to another customer.
- Delete Order: This permanently deletes a work order.
- Resolution and other text boxes.
- Actual Start and End times.
- Adds Products (material) used.
- Collects customer signature, uploads before and after images
- Marks the work order as Complete.
Your technicians are notified by email and text message when a work order has been assigned to them.Click here to view the complete Field Promax Mobile App tutorial.Using the Mobile App, technician fills in the following information.
