This video will walk you through creating a work order on the Profit Rhino mobile app by locating tasks in the price book and adding them directly to the work order. We'll build on this foundation in future videos and eventually incorporate editing pre-existing option boards and creating new option boards in the work flow process.
Simple Work Order Steps
Dispatch - takes place outside of Profit Rhino
Locate or Add Customer in Profit Rhino (Customer Icon)
Click 'Create Work Order'
Add Diagnostic Fee using Quick Add (Green Plus Sign) and Collect Diagnostic Signature
Locate Tasks within Price Book (Price Book Icon)
Add Task to Work Order
Present Service Agreements (also located within Quick Add) and select the value rate if the Service Agreement was purchased
Collect the Approval Signature
Collect the Acceptance Signature
Collect Payment (Dollar Sign Icon)
Save and Email Invoice (Floppy Disk and Letter Icon)
To see a work order created with an option board: Click Here.