Work Order Form Basics – Adding and Editing Work orders are the authorization from customers for work to 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 […]
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How to Create Custom Report Templates for Work Orders 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. Opening the Custom Work Order Template Form From
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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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Using the Appointment List Appointments can be found in two places: the Appointment List and the Schedule Board. The Appointment list is used to manage appointments made within Total Office Manager. Accessing the Appointment List From the main menu, click Company | Appointment List. From the toolbar, click the drop-down arrow just right of the
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Introduction This help topic will explain how you can create repeating appointments from a single appointment that you have created. Usage Say you have a company meeting every Tuesday at 7:30 AM with your technicians; use this utility to create an appointment for every meeting from now until the end of the year. Form Access
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