Home > SI 2016 Documentation > User Guide > Scheduling > Service Orders > Managing Service Orders

Managing Service Orders

Details

 

You can manage your Service Orders via the Service Order Explorer:

 

 

 

 

You can also view and manage Service Order via the Calendar or via the optional product Mobile Install.

Viewing Service Orders

 

By default, all Service Orders will display in the Service Order Explorer:

 

 

You can filter your Service Orders via the Quick Filter button:

 

 

You can filter via the column filters:

 

 

You can also filter by Client and/or Project in the tree on the left side of the Service Order Explorer:

 

Editing Service Orders

 

You can edit multiple Service Orders at a time using the Mass Update function on the ribbon:

 

 

You can choose which fields you want to update for the selected Service Orders:

 

 

To edit an individual Service Order, you can double-click in the Service Order Explorer grid or you can select the Service Order and click the [Edit] button:

 

 

This will open the Service Order for edit. If a Service Order has been completed, you can change the Progress to "Completed":

 

 

If the Service Order is not completed, you can choose an appropriate Progress and % Complete if you wish.

 

You can also enter the Actual Hours on the Resources tab if you wish to track this:

 


 

When Actual Hours are entered, you can run the Service Orders Cost Summary and Service Orders Labor Costing reports, see Service Order Reports.

 

To add any Labor Items or Products used on the Service call, click either Labor or the Products tabs:

 

 

When done, click the [Save and Close] button:

 

 

Mobile Install Users

 

If you are using Mobile Install, Service Orders will automatically update with the changes made in the Mobile Install interface. However, if you already have SI open when the changes are made in Mobile Install, you will need to click the [Update From] button in the Mobile Install section of the ribbon of the Service Order Explorer to bring down the changes:

 

manage service.png

 

 

 

This will update the Service Order with information added within the Mobile Install web interface. You will get a confirmation once updated:

 

 

You can now further edit the Service Order within SI 2016 if needed.

 

Site Items

 

If Site Items were added to the Service Order in the Mobile Install interface, click the Site Items tab in the Edit Service Order form:

 

site_items_button.png

 

The Site Items will be displayed:

 

site_items_tab.png

 

Select each Item that you want to edit and click the [Add to Service Order] button:

 

add_to_service_order_button.png

 

This will open the Add Product form. This form may be pre-filtered to Items in your Catalog based on the fields you entered for the Site Items.

 

add_products_from_site_form.png

 

You can clear the filter if needed to find any product in your SI 2016 Catalog:

 

 

Select the Product you want to add and then click the [Add and Close] button:

 

Last modified
15:23, 26 Oct 2016

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