This section contains topics related to the schedule board, appointments, work orders, dispatching, etc.

How to Use the Scheduling Wizard

By |2021-07-23T00:26:25-05:00November 3rd, 2020|

Introduction The Scheduling Wizard is found on the (new) Schedule Board. It gives the user the ability to create scheduled work orders and assign one or more technicians through a simple step-by-step process. Each step of the Scheduling Wizard is split into pages with buttons at the bottom of the page that will be disabled

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Repeating and Multi-Day Work Orders

By |2021-07-23T15:49:30-05:00November 15th, 2019|

Introduction The repeating work order feature creates two or more work orders. The work order that is used to create the repeating work orders is the “Master Work Order”. If you delete it, you will delete all of the work orders created from it. You may open the Master WO and edit all of the

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Schedule Board

By |2021-07-22T14:17:22-05:00July 26th, 2019|

Introduction The Schedule Board is a tool used to display and schedule work orders and appointments. Form Access From the main menu, click Company | Schedule Board, or From the toolbar, click the Schedule Board button. Field and Button Definitions Date Selector - Use the Date Selector to set the schedule board to a given

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Schedule Board Options

By |2021-07-22T14:11:11-05:00July 26th, 2019|

Introduction The Schedule Board Options allows you to customize the schedule board form by user. Usage Total Office Manager allows you unprecedented control over the look and feel of the schedule board. This form makes it easy to customize the look and feel of the schedule board. Form Access First, open the Schedule Board from

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Schedule Profile List

By |2021-07-22T14:04:31-05:00July 26th, 2019|

Introduction This topic explains how to use the Schedule Profile feature in Total Office Manager. Usage Use this feature to define how you wish the schedule board to display information. This is handy when you need two or more schedule boards. Profiles eliminate the need for multiple schedule boards. You can quickly switch from on

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Work Order History

By |2021-07-16T13:56:53-05:00July 26th, 2019|

Introduction Work Order History displays all sales, timesheets, purchase orders, accounts payable transactions, and journal entries associated with a particular work order. It also include Escrow Movements in the JE tab (if that feature is being used). Form Access From a within a work order, click Menu | Work Order History, or From within the

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Work Order List

By |2021-07-16T13:54:15-05:00July 26th, 2019|

Introduction The Work Order list displays all work orders entered into Total Office Manager. Usage This form makes it easy to quickly locate a work orders for viewing or editing. Use this form to create a new record or select a record to edit , delete , inactivate. You have the ability to filter and

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Work Orders

By |2021-07-16T13:55:47-05:00July 26th, 2019|

Introduction Work orders are essentially orders from customers which authorizing work be performed. This work may include service calls, maintenance, and installation.  Work orders are not the same as jobs.  Work orders are more short-term in nature and are the equivalent of writing a note to a co-worker instructing him/her on their next task.  Jobs

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Custom Work Order

By |2021-07-23T14:42:59-05:00July 26th, 2019|

Introduction Custom reports have been added to Total Office Manager for ease in making customized Work Orders and reports that reflect your company. You can use this same report builder to create Custom Work Orders, Sales, Credits, and Estimates. Form Access From the main menu, select Company | Lists | Work Orders | Reports |

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Schedule New Appointments

By |2021-07-22T14:08:39-05:00July 26th, 2019|

Introduction The Appointment function is a tool used to enter new appointments. Usage This form makes it easy to quickly schedule a task to be performed at a particular time and place. Form Access From the main menu, click Company | New Appointment or From the keyboard, use the shortcut Ctrl+A. From the toolbar, click

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