Here is a short video showing you how you can do a work order:
Steps for Doing a Work Order
- Click POS > Work Orders in the blue Admin Toolbar.
- Click the +New Work Order button.
- Fill out the Estimate: Either enter the Customer name, or click + to create a new one. If you have their cell number and have purchased our Text Messaging service, you can set the customer to receive Text updates about the Work Order. Enter Make, Model, and Serial Number, if applicable. You can enter a Technician name later if you don't know who that will be. Internal Notes are for your use, Customer Notes will print on the Work Order ticket for the customer. List Accessories Included, Services Needed, and Bin Location (or however you store your work order items). Set the Target Date. You can manually adjust the amounts for Labor and Parts, if needed, and you can set the amount for the Deposit if you are taking one. Save the initial ticket.
- Click to Print Ticket for the initial ticket you'll give to the customer, they will sign a copy for your records.
- If you need, you can click the Print Barcode button to make a label you can scan to bring up the work order to work on it.
- You can set the Work Order Status as you progress through the work (see below), you can add Internal Notes and Customer Notes as needed.
- You can click the blue Add Materials button to add parts to the Work Order, and you can click the Add Services button to add service work you do to the order. Note that these entries are actually building the charges for the customer, the previous entries were just an estimate.
- When the Work Order is Ready for Pickup, you'll be prompted to send a text message to notify the customer (if you have had us set that optional service up for you), and you'll be prompted to email the customer notification, both are options and you can do those things later, if you like.