|
Use AyaNova service workorders to:
| • | Identify which client the order is for, what project to apply the order to, and what category the order applies to |
| • | Identify information that is pertinent to a service workorder – such as the present workorder status as a whole, the close by date, the invoice number when completed, service date information for the workorder as a whole, when to notify subscribed users if not completed (via Notification Subscriptions), whether service has been completed (“locking” edit of parts and labor entries), and whether the workorder as a whole is completed (“locking” edit of entire workorder) |
| • | Enter in a summary on service is to be performed, details on service to be performed for scheduled users, actual request date (useful if date of entry is different from the date the client requested the service), status of the workorder item as a whole, and priority of the individual workorder item |
| • | Select unit to be serviced via the workorder item and displays warranty information on the unit and identify type of unit service |
| • | Provide meter reading entry for a unit and viewing of meter reading history |
| • | Schedule one or multiple users to perform the service in this workorder item which will also show in the graphical Schedule screen. |
| • | Select common TO DO tasks to be performed in service without having to retype every time, and identify status of these tasks performed |
| • | Identify one or more parts to be used in service (tech to take onsite) or parts that have been used in service. |
| • | Request parts if not in stock and identify order status of parts requested |
| • | Maintain inventory of parts. |
| • | Identify one or more schedulable users that performed the service for this workorder item, the details of service performed, the billable hours, non-billable hours, and service rate to charge |
| • | Auto-debit the billable amount against banked service for client or selected unit if applicable |
| • | Provides a history of service performed for the client and unit if applicable, as well as data for reports and future reference |
| • | Identify users that performed the travel, the billable travel time, non-billable travel, and travel rate to charge |
| • | Identify one or more loan items provided with this workorder item, the loan out date, loan return ETA data, and actual return date, and any loan charges |
| • | Identify additional expenses incurred for this workorder item that would not be parts or service, and identify if chargeable to client or not |
| • | Identify information regarding units sent out for repair such as RMA number, related dates, who shipped to and via, and possible charges |
| • | Enter in information in up to 10 additional custom fields that could be text, date, currency or true/false format fields. |
|