Operations Setup

A “Service Level” determines how you will charge a customer for a service call. This includes billing for parts and labor, or time and material. Service levels are assigned at the site and system levels. You can use one service level for all work or...

Adding a Warranty Type Click “Add Warranty” in the upper left corner of the page. Complete Fields Complete the warranty type fields. Name Input a name describing the warranty. Length Indicate how many days the warranty is for. For examp...

Work order Statuses tell you the standing of your different work orders.  Work order statuses can be applied to all work order types and you can add as many as necessary. Adding a Work Order Status Add Work Order Status: Click “Add Work Order Sta...

Create work order types to define the different services you offer to customers. Adding a Work Order Type Add Work Order Type: Click “Add Work Order Type” in the upper left corner of the screen. Complete Fields Complete Work Order Type field...