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  1. Select Cards > Service Management > Service Manager.
  2. Select a customer and open a service call.
  3. Do one of the following:
    • If the call has a call type other than MCC, select Print and then select a workorder format.
    • If the call has an MCC call type, select Print > Workorder and then select a workorder format.
  4. Select a print destination.

Five Workorder Formats

Excerpt
  • 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, combining 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.