This explains how to create a Service Order in SIX.
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.
Each Resource gets assigned 1 hour by default. You can change this now or wait until you view the Analysis, see below.
In this example, only a Project Repair Item has been added.
See the Remarks section below.
You can also choose to email Reports via Outlook using the Send To button directly to your installers:
A form will open for you to select the reports you want attached as .pdf files to the email:
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.