How to Assign (add) Work Orders to an Invoice Assigning work orders to an invoice allows you to consolidate multiple work orders into a single invoice, providing a streamlined way to manage your projects and billing. In this guide, we will walk you through the process of assigning work orders to an invoice using the […]
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Scheduling Wizard 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
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Using Multi-Day Work Orders and Repeating Work Orders This help topic assumes that you are already familiar with the work order feature. If you are not, please read that help topic first. We also have a FAQ page specifically for multi-day work orders and repeating work orders. Multi-Day Work Orders Form Usage A multi-day work order
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Introduction The Work Order History form is another key element of the software that displays all sales, timesheets, purchase orders, accounts payable transactions, and journal entries associated with a particular order entered into Total Office Manager. It allows users to see all activity in a summary format without the need to generate a report. Form
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Introduction The Work Order List displays all work orders entered into Total Office Manager. 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 sort these records
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 to Mobile App Work Orders Aptora Mobile II – Work Orders is one of the more important elements to the field service technician. Aptora Mobile II gives users all the control they need when working with their Work Orders. Work Orders can be both viewed and edited. Additionally, users can print, email, capture signatures,
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Introduction The Work Orders preference window is where to configure defaults and settings related to work orders. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Required Fields – Ticking an available checkbox in the required fields area makes that component mandatory
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Introduction The Duplicate Work Order feature allows you to quickly duplicate Work Orders for any future or long term scheduled projects. It is commonly used when it is necessary to assign many employees to a single job and is simply easier than manually creating each Work Order individually. Its primary function is to copy all
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