You can print a workorder from the Service Call window by either choosing the Print button or the Quick button. If you select Print, you can select one of five workorder formats. The Quick button prints your workorder, in one step, in the format specified during setup. The report prints directly to the printer. To set up the default quick print workorder, see Choosing service options.
- Choose Cards > Service Management > Service Manager.
- Select a customer and open a service call.
- Do one of the following:
- If the call has a call type other than MCC, choose Print and select a workorder format.
- If the call has an MCC call type, choose Print > Workorder and select a workorder format.
- Choose a print destination.
The five workorder formats are as follows:
- 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.
- 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.
- Workorder 3: Workorder 3 is a T-card, combining service call information with customer billing information.
- Workorder 4: Workorder 4 includes task detail with the service call information.
- Workorder 5: Workorder 5 includes appointment detail with the service call information.