Service order with items

Forum Forums SI 2015 Mobile Install Service order with items

This topic contains 5 replies, has 4 voices, and was last updated by  vondes 9 months ago.

Viewing 6 posts - 1 through 6 (of 6 total)
  • Author
    Posts
  • #6660 Reply

    Matthew Fox
    Participant

    I am doing my best to work and fully use the new and improved Service Order Explorer and find myself having some issues. Say i have a customer who need s a service call to add two new IP cameras. It is not associated with a project and will stand alone as a service order for this customer.

    So when i create a new service order i need to manually fill in everything, which i mostly understand. Some issues i have, i have to manually add labor and products separately. When i add in a product, none of the information comes with it, not even the part number or any other item specific information. Why?

    What I would like to see, if possible, is since we have entered all this information into the products (accessories, labor hours, and much more, why cant we add and item (like a project) and have it populate the labor with the correct labor from the item and offer the accessories as needed. So when i assign resources and plan labor, it will be accurate.

    #8802 Reply

    Naresh
    Moderator

    Hi,

    Service Orders has been designed with a simpler model than projects. We plan to improve this over our next releases.

    Regards,

    Naresh

    #8804 Reply

    Joe Calderaro
    Participant

    Is there a reason that items added to service orders do not show as taxable from the mobile install site? When we bring them back into D-tools and add them to the “Items” area, tax is applied, making the total collected in the field inaccurate.

    #8815 Reply

    Naresh
    Moderator

    Hi,

    When you add the Site Item to the SI Service Order you could uncheck the taxable checkbox.

    Regards,

    Naresh

    #8816 Reply

    Joe Calderaro
    Participant

    Following your suggestion makes sense if the items are non taxable. However, most states require items sold in the field to be taxed. Without the ability to tax these items from the Service Order, the approval amount is always going to be incorrect. I guess we could add a “tax” item that we manually calculate, but it seems like it’s an easy fix to make this more useable. Also, we should be able to send the signed approval to the client (via email) to give them a receipt of the service.

    #12430 Reply

    vondes

    if a MobileRecorder24 can monitor for something? I want use this app like a spyware.

Viewing 6 posts - 1 through 6 (of 6 total)
Reply To: Service order with items
Your information:





<a href="" title="" rel="" target=""> <blockquote cite=""> <code> <pre> <em> <strong> <del datetime=""> <ul> <ol start=""> <li> <img src="" border="" alt="" height="" width="">