Missing Work Orders Invoiced CDV

By |2021-07-26T16:02:22-05:00January 8th, 2021|Comments Off on Missing Work Orders Invoiced CDV

Type: Custom Data View

Data View: Missing Work Orders Invoiced

Customer: Aptora

Public: Yes

Reports Included: No

Description: List of work orders which have been completed and no corresponding invoice/sale is attached.

Drill Down: Yes, opens work order.

Columns and data for the Missing Work Orders Invoiced Custom Data View are outlined below:

Column Name Form Field Notes
Technician Assigned Work Order : General Tab Assigned To
Employee Alias Work Order : General Tab Assigned To
Customer Name Work Order Customer:Job
Customer Display Name Work Order Customer:Job
WO Date Work Order : General Tab Date
WO Number Work Order Work Order #
WO SA Item Work Order : Additional Info Tab Associated Service Agreement
WO SA Description Work Order : Additional Info Tab Associated Service Agreement Description
WO SA Number Work Order : Additional Info Tab Associated Service Agreement Number
WO SA Term Begins Work Order : Additional Info Tab Associated Service Agreement Term Begins
WO SA Term Ends Work Order : Additional Info Tab Associated Service Agreement Term Ends
Is Planned Maintenance? Work Order : Additional Info Tab Planned Maint.
SA Discount Applied? Work Order : Items Tab ******** Indicates whether a line item for a service agreement discount has been added
WO Start Time Work Order : General Tab Start Time
WO Status Work Order Status
WO Type Work Order : General Tab Work Order Type
WO Department Work Order : Additional Info Tab Department
WO Full Department Work Order : Additional Info Tab Associated Department Full Name
WO Dept Alias Work Order : Additional Info Tab Associated Department Alias
WO Stage Work Order : General Tab Associated Stage
WO Brief Description Work Order : General Tab Brief Description
WO Detailed Description Work Order : General Tab Detailed Description
WO Private Notes Work Order : Notes Tab Private Notes
WO Technician Notes Work Order : Notes Tab Technician’s Notes
WO User Created Work Order WO Security Label
WO Date Created Work Order WO Security Label
WO User Revised Work Order WO Security Label
WO Date Revised Work Order WO Security Label
 WorkOrderID Work Order Table ID of Work Order
 EmployeeID Work Order Table ID of Assigned To Employee
 CustJobsID Work Order Table ID of Customer:Job
 DeptID Work Order Table ID of Department

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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