Workorder

To print the workorder, right-click on a service appointment on the schedule board and select Quick Print or Print Service Call.

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• Quick Print
 prints
• prints your workorder, in one step, in the format specified during Signature setup. The report prints directly to the printer. To set up the default quick print workorder,
see 
• see Choosing Service Options in the Signature User Guide.
When you select
• Print Service Call
,
• provides you
have
• with the option to print 1 of 5 workorders. 

Five Workorder Formats

For examples of each workorder, see Service Call Workorders in the Signature Reports Guide. 

• Workorder 1
  Workorder 1 breaks down key service call information. Technicians can quickly see the date and time a service call was received. This report lists the service call ID and invoice number along with brief service call details and the customer's address. The contact name, email address, and telephone number are also included.
• Workorder 2
  Workorder 2 is useful for salespeople. It could be stored in your customer's file. It lists the customer's billing address, service call location, salesperson information, and service call details. The contact name, email address, and telephone number are also included.
• Workorder 3
  Workorder 3 is a T-card that combines service call information with customer billing information. The contact name, email address, and telephone number are also included.
• Workorder 4
  Workorder 4 includes task detail with the service call information. The contact name, email address, and telephone number are also included.
• Workorder 5
  Workorder 5 includes appointment detail with the service call information. The contact name, email address, and telephone number are also included.

Daily Schedule Board

This report displays a PDF copy of what is shown on the schedule board.

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