Home > SI Documentation (v12) > User Guide > Scheduling > Service Orders > Managing Service Orders

Managing Service Orders



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:


svo exp.jpg


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:


From the Project Explorer


When you have a Project selected in the Project Explorer, you can click the Service Order tab along the bottom section of the window:



Service Orders do not have to be assigned to a Project so will only see the Service Orders that are assigned to the selected Project. If you would like to see all of the Service Orders associated with the Client for the Project selected there is a check box for that:


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:



Lock/Unlock Service Orders


On the Tools tab you can lock/unlock Service Orders and Service Order reports:


lock unlock.jpg


When a Service Order is locked it can not be edited and when a Service Order's reports are locked no reports can be generated for the Service Order. Locking can be done manually or it can be done via Workflow Rules.


When a Service Order or its reports are locked you will see the lock icon next to the Service Order in the Service Order Explorer:


lock icons exp.jpg


A user must have permission to lock/unlock Service Orders or Service Order reports.

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


update from.jpg



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 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:




The Site Items will be displayed:




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




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.




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



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


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