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Add labor charges for the appointment

Enter a Labor Transaction Before Completing an Appointment

Add travel charges for the appointment

Enter a Travel Transaction Before Completing an Appointment

Add expense charges for the appointment

Enter an Expense Transaction Before Completing an Appointment

Add inventory material charges for the appointment

Enter an Inventory Transaction Before Completing an Appointment

Add purchase charges for the appointment

Create a Purchase Order

Receive drop-ship purchase orders for the appointment

Receive Items from a Drop-Ship Purchase Order

Complete tasks for a service call appointment

Complete Tasks for a Service Call

Collect a signature from the customer and sign off on the appointment

Collecting Signatures for the Field Invoice Report

Add a resolution note

Enter an Appointment Resolution

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  • Cost category that was selected when the expense transaction was entered
  • Date when the expense transaction was entered
  • Description of the expense transaction
  • Quantity, unit price, and total for each expense transaction

Inventory

  • Equipment used for the service call
  • Quantity and price of the site inventory item
  • Inventory items from a purchase order that is associated with the invoice

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