Scenario 1 : Adding Tasks Directly to the Work Order
Receive Dispatch and Locate Customer
Step 1: You are being dispatched to a job for John Smith at 356 Jackson Ave NYC, New York 12345
Step 2: Go to the customer list icon (the icon is the little silhouette of a man at the top or under the Quick Links: Customer button). Search and find customer "John Smith"
Launch Work Order and Perform Diagnosis
Step 3: Launch a work order for this customer using the "Create Work Order" button
Step 4: Use the Quick Add (green +) to add a dispatch/diagnosis/service fee's
Step 5: Get the customer signature for the Diagnosis fee in the signature box at the bottom
Build Your Quote
Step 6: Add a good faucet task for a Kitchen/Bar (Search using the Price Book icon - Price book, Plumbing, Kitchen/Bar, Kitchen Faucet New) - Add this task to the invoice by clicking the add button
Step 7: Add a better side sprayer at the Add-on pricing (when viewing the price book use the toggle in the top right hand corner to switch over to Add-On pricing)
Step 8: Go into the working invoice that we have currently open (the icon is clip board with check mark)
Step 9: Click on the internal notes icon and add the note "the dog bites" (the icon is a paper with bottom of the edge folded over, located on the left side of the invoice)
Step 10: Click on the Quick Add to Add note for the work order for the customer Note: side sprayer requested by customer
Step 11: Add a 10% discount for being military in the total due box (the sub-total/total on the left side - look for the arrow)
Present to the Customer, Collect Signature, and Payment
Step 12: Get the customer signature for the approval of the work in the approval signature box at bottom of work order
Step 13: Get the customer signature for the acceptance of the work being done
Step 14: Take the payment in full by credit card with the card ending in 7536
Step 15: Save and email the invoice
Now that you've mastered adding tasks directly to the work order, try Using Prebuilt Option Boards!