Home > SIX 2013 Documentation > User Guide > Service Orders > Creating a Service Order

Creating a Service Order

Overview

 

This explains how to create a Service Order in SIX.

Video

 

Steps

 

  1. In the Service Order Explorer, click the [New] button on the ribbon:

 

File:SIX_Guide/010_Service_Orders/001_Creating_a_Service_Order/new_service_order_button.jpg

 

  1. The New Service Order form will open, fill in any relevant fields on the General tab:

 

general tab.jpg

 

A Service Order does not need to be assigned to a Project but if you do select a Project then the "Project Repair Items" tab becomes active.

 

File:SIX_Guide/010_Service_Orders/001_Creating_a_Service_Order/project_repair_item_button.jpg

 

  1. You can make any modifications to the Site and Notes tabs if desired.

 

File:SIX_Guide/010_Service_Orders/001_Creating_a_Service_Order/site_and_notes_tabs.jpg

 

  1. Click the Resources tab and then click the [Assign] button to add Resources to the Service Order:

 

File:SIX_Guide/010_Service_Orders/001_Creating_a_Service_Order/resources_tab.jpg

 

assigned resources.jpg

 

Each Resource gets assigned 1 hour by default. You can change this now or wait until you view the Analysis, see below.

 

  1. Add and Labor Items, Products, or Project Repair Items (when a Project is designated for the Service Order) via the buttons on the ribbon:

 

File:SIX_Guide/010_Service_Orders/001_Creating_a_Service_Order/item_buttons.jpg

 

In this example, only a Project Repair Item has been added.

 

File:SIX_Guide/010_Service_Orders/001_Creating_a_Service_Order/project_repair_item.jpg

 

See the Remarks section below.

 

  1. Save and Close the Service Order or you can run Reports via the [Reports] button:

 

File:SIX_Guide/010_Service_Orders/001_Creating_a_Service_Order/reports_button.jpg

 

See Service Order Reports.

 

You can also choose to email Reports via Outlook using the Send To button directly to your installers:

 

File:SIX_Guide/010_Service_Orders/001_Creating_a_Service_Order/send_to_outlook.jpg

 

A form will open for you to select the reports you want attached as .pdf files to the email:

 

File:SIX_Guide/010_Service_Orders/001_Creating_a_Service_Order/attach_reports.jpg

Remarks

 

At the time a Service Order is created, you may not be adding any Products or Labor Items from your Catalog to the Service Order. You may send the Resource out to do the work and then bill the Client for actual time and materials.

 

Products and Project Repair Items to not charge for labor on a Service Order. Only Labor Items apply labor to a Service Order. You may likely be creating specific Labor Items for each Service Order to account for how much you want to charge your Client.

 

Product and Labor Items added to a Sales Order do not get updated to the Project when a Project is designated to a Sales Order.

Site Map for Service Orders

 

Last modified
09:14, 30 Oct 2014

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