Since Field Service version 8.8.47, the work order ribbon is simplified by default. For more information, go to Other settings. Administrators can enable the Work Order Subgrid Records Open as Popups setting in the settings area. This configuration helps dispatchers keep the work order context. Work order user default settings Open work order subgrids as popupsĬonfigure work order subentities to pop out as dialog boxes and edit them without having to leave the work order form.
For more information, go to Configure incident types. Otherwise, you can add them manually when you create a work order. Products, service tasks, and characteristics are added automatically when you create a work order from an incident. When you add a product, remember that if you want to reserve a product for the work order, set Allocated to Yes.Ĭonsider using incident types to add more details and instructions to your work orders. For more information, go to Create a product or service. Go to the Products or Services section and select New Work Order Product/Service. For more information, go to Set up service task types. Go to the Service Tasks section and select New Work Order Service Task. When the work order has been created and saved, you can add any related tasks, products, or services to the work order. Service tasks, products, or services are added later.Īdd service tasks, products, or services to the work order Provide optional information for the work order as applicable. If the work order isn't taxable work order products and services aren't considered taxable either, regardless of the taxable setting on the product or service. Choose if the work order is Taxable or not.For Price List, select a price list from list or create a new price list.For System Status, select Open-Unscheduled.For Work Order Type, select a work order type from the list or create a new work order type.For Service Account, select an account from the list or create a new service account.In the Scheduling section, select Work Orders.Īt a minimum, enter information in the following required fields. In Field Service, change to the Service area. If added as a form to other parts of the app, switching to this form will leave you unable to switch back. The Get Started work order create form doesn’t support switching forms. Select Save & Close to only save the work order. If you want to immediately schedule the work order, select Save & Book. In the form, add as many tasks, products, and services as needed.
Select Create in the Create your work orders section.įill in the basic information about the work order. From the Get Started pageĪs a Field Service administrator or system administrator in the Field Service app, go to the Get Started page. You can create a work order quickly from the Get Started page and from the Work Order list. Scheduled Accepted/Declined Custom Status Notification, if set up, sent by system automatically to field agent, customer, and other parties.įield supervisor/manager, back-office accounting Unplanned: By field agent or centralized scheduling.ĭispatcher Field Agent Dispatcher with help of scheduling assistant Routing engine Products converted into equipment (if applicable)Īgreement is automatically generated on a recurring basis. Invoice is created based on products and services used. Supervisor verifies that all the work was done properly, and that all information regarding the work order is correct. Information about what is performed in the field is entered through the mobile app. Field agent may review and accept/decline the work order. Date and time specified.įield agent notified of work order. Assigned incident, product, services, skills, territory, etc. Invoice and inventory adjustment: Inventory adjustments are made, and an invoice is generated for the corresponding account. Review/Approval: The work order is reviewed and approved by a supervisor. Service: The work order is performed and details are updated. Work order creation: A work order is created, usually from a case or opportunity.
#Order manager full#
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