Work Orders are essentially requests from customers which authorize work to be performed. This work may include service calls, maintenance, or installation. They are not typically the same as Jobs. Instead, they are more short term in nature and handle the tasks of the day for Schedule Management. Jobs are typically projects which span a longer period of time. It is important to set up all the possible preferences.

Tip: Work Orders are essentially a “permission slip” to perform work. They tie in closely with Payroll. We recommend that no employee be allowed to perform any customer work without a corresponding permission slip.

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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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 Order Types List

By |2021-07-16T13:55:17-05:00July 26th, 2019|

Introduction Work order types are managed through the Work Order Type List.  Work order types are a way of categorizing work orders to help sort, organize, and manage them.  Work order types are also used for skill checking when assigning work orders to technicians, ensuring that work orders are assigned to technicians qualified for the

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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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Aptora Mobile II – Using Work Orders

By |2021-07-26T09:49:17-05:00March 26th, 2018|

Introduction One of the more important elements of Aptora Mobile to the field service technician is Work Orders and its related features. Aptora Mobile 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, and create Invoices

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