In the previous article, we learned how to use Profit Rhino to add tasks to a work order in the field. We now want to build on that foundation by incorporating Option Boards into the work flow process. The video below will walk you through a work order, with the use of option boards.
Work Order with Option Board Steps
Job Dispatch through Diagnosis
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
Opening and Presenting Option Boards
Open Option Builder (1.2.3. Button) and Click 'Open Option Board' to Access Existing Templates
Search for Option Boards by Selecting the Business Type and the Option Board, then click 'Open'
Click the Tech View Toggle in the top right hand corner to edit option boards and view line item pricing.
Make necessary edits to your option boards so they include exactly what you'd like to offer. See video link below for additional guidance.
Add Summary of Findings ( [+} Button )
Present Options to the Customer (using the Eyeball Icon)
Add the desired option to work order (action icon beneath each option)
Collecting Signatures through Invoicing
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)
Using Option Boards in your work orders takes a little more practice than simple works orders, but after a few sample jobs on your own you'll catch right on. If you need additional guidance on building out your options, click here.