The Service Workorders grid displays information about the service workorder as a whole – such as the client, workorder number, project assigned to, overall summary, overall category, overall service date, overall status, overall category, summary, originating pm or originating quote and more.
The Service Workorder grid is useful for:
| • | creating a new workorder |
| • | opening and viewing a workorder from the grid |
| • | an overview of what workorders for what clients are in progress, completed, invoiced, or closed. For example, the dispatcher may view the screen to quickly filter what workorders for a client are presently open. |
| • | for obtaining a "detailed type" report template on the records that are showing in the grid - for example, even though Parts and Labor information does not show as columns in the Service Workorders grid, if you filter to show only records for a specific client for a specific month, you can print a report that displays total billable in all of those workorder records for that client. |
Information about labor, parts etc in a single workorder would not show in this grid as it is possible to have multiple labor items, multiple parts, etc in a single workorder. That information would show on subsequent grids
The Items grid displays information from:
| • | the Service Workorder above |
| • | from each workorder item in a Service Workorder such as the workorder item summary, status, priority, type and request date |
| • | from each workorder item’s selected unit (unit service type, unit serial and model) |
| • | and from outside service (RMA number, sent date, who shipped by, who sent to and, tracking number and ETA) |
The Items grid is useful for:
| • | an overview of each workorder items status and priority |
| • | for a receiver/shipper to view information on items sent out for service (Outside Service sub-screen in a Service Workorder) |
| • | to view units that were/are selected for service |
| • | and to filter and sort columns to display specific records for printing a report about |
The Scheduled Users grid displays information:
| • | on each scheduled user of information within each workorder item within each Service Workorder. |
The Scheduled Users grid is useful for:
| • | a dispatcher to quickly view who is scheduled and when, and for what workorder items and service workorders. For example, it may be used by a dispatcher to only display workorder items that are open for a certain date range so they can schedule future items. |
| • | also useful for the scheduled user themselves to view their schedule by filtering to view for only themselves. |
The Parts grid displays information on each part entered within each workorder item for each Service Workorder.
The Parts grid would be useful to view and obtain specific reports on parts entered in multiple workorders. For example a part profit/cost report, what parts used in the last month (filter on Service Date to show only workorders for this month); or a report on what parts were used in a project (filter to only show records for a certain Project)
The Labor grid displays information on each labor entered within each workorder item for each Service Workorder.
The Labor grid would be useful to view and obtain specific reports on labor entered in multiple workorders. For example labor hours for a specific client; or a schedulable users billable hours for that month.
The Travel grid displays information on travel entered within each workorder item for each Service Workorder.
The Travel grid would be useful to view and obtain specific reports on travel entered in multiple workorders. For example, billable travel time for that month.
The Loans grid displays information on each loans entered within each workorder item for each Service Workorder.
The Loans grid would be useful to view and obtain specific reports on loan items entered in multiple workorders.
The Expenses grid displays information on expenses entered within each workorder item for each Service Workorder.
The Custom grid displays information on custom fields entered within each workorder item for each Service Workorder.
The Expenses grid would be useful to view and obtain specific reports on miscellaneous expenses entered in multiple workorders.
The Service Templates grid display a list of existing Service Templates that have been created and may be in use, identifying each Service Template's creation date, template description, and workorder templates number.
See also:
Accessing data displayed in main grids
Moving and sorting columns in a grid
Setting what columns display in a grid
Create a new service workorder
Edit an existing service workorder