Home > SI Documentation (v16) > User Guide > Scheduling > Service Orders > Creating Service Orders

Creating Service Orders

Service Orders allow you to assign Items and Resources to work to be done for a Project. Service Orders are created and managed in the Service Order Explorer. Service Orders can be integrated for use with the optional product Mobile Install.


Note: you will want to check in the Project prior to creating a Service Order. The Items available to add to a Service Order will pull from the "server" copy of a Project. If you have a Project checked out to you and make add/remove items, those changes will not be available in the Service Order until you check in the Project.



Click Start->Scheduling->Manage Service Orders:




This will open the Service Order Explorer interface. Click the New button:


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This will open the New Service Order form.

General Tab


Here you can enter a name for the Service Order (required), description, and a start/end date/time. You can also change the Priority from the default value.




Here you will select an existing Client (required), create a new one, or import from Outlook or QuickBooks:


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If you select an existing Client that has Projects associated with them, you can choose to associate the Service Order with a Project but this is not a required field.


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Contact Tab


Here you can enter contact information for the Service Order. This will automatically populate with the Primary Contact from the Project when a Project is selected.


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Addresses Tab


Here you can enter a Billing and Site address for the Service Order. This will automatically populate with the addresses from the Project when a Project is selected.


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Notes Tab


You can enter notes here if you wish but this field is intended for notes from the Resources on the work that was done.


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Labor and Product Tabs


Here you can add Labor Items and Products from your Catalog to the Service Order. Often prior to the work being completed you may not want to enter anything at this point until you get the notes from Resource/installer/technician. See Managing Service Orders.


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If you do know what Labor Items and/or Products you want to add to the Service Order, clicking either of these tabs will allow you to add the items via the buttons on the sub-ribbon on each tab.One example would be if you charge a service fee for a Service Order you might want to add the Labor Item.


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You can use the Compute Price from Project Items button for Labor Items added to a Service Order if you have also assigned a Project to the Service Order:


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Clicking this button will open the Compute Price from Project Items form where you can then choose which items you want to use in your calculation as well as the field you want to base your calculation from:


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This is the same functionality that is available for Miscellaneous Items within a Project.

Repair Items


If you have assigned a Project to the Service Order, the Repair Items tab is available. Here you can add/delete items from the Project that need to be repaired.


repair items.jpg

Resources Tab


Here you can assign Resources to the Service Order. Resources are the people who are doing the work for the Task.




When you click the Assign button the following form will open displaying all of your SI Users. Use Ctrl or Shift to select multiple Resources and then click the Assign button.


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You can also check a Resources availability based on a date range. Availability is based on whether the Resources are not assigned to other Tasks or Service Orders.




Assigned Resources will automatically be assigned an hour in the Estimated Hours fields. You can manually change this as you see fit. You can also choose to "Assign estimated hours based on total labor hours" or "Assign estimated hours based on duration".


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Assign estimated hours based on total labor hours

This option will split the total labor hours evenly amongst your assigned Resources. The total labor hours value is the sum of the the Labor Hours assigned to the Labor Items added to the Service Order.


Assign estimated hours based on duration

This option will split the estimated hours entered on the General tab evenly amongst your assigned Resources.


In addition/alternatively you can go back to the General tab and manually set the Start/End date/times, or use the Compute End option:


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Compute End

This option will allow you to choose assign the end date based on Item Labor Hours or on the Estimated Resource Hours:


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You can click the "Change Business Hours" link to adjust your working hours. Click here for details.


You can also then set the Scheduled Start/End date/times with the Set as Scheduled Dates link:


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Note: The Scheduled Start/End will automatically default to the Start/End date/time if null once published to Mobile Install.

Checklists Tab 


Here you can add a Checklist if desired to the Service Order.



Custom Fields Tab


Here can edit any Custom Fields that have been created for Tasks.


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Comments Tab


Here you can add comments to the Service Order. Each entry is automatically tagged with the date, time, and User name of who made the comment. You can export your comments to Excel or PDF if desired.




Once done, click the Save and Close button and the Service Order will display in the Service Order Explorer. Service Orders also display on the Calendar. If you are using Mobile Install, you will be prompted to publish the Service Order to Mobile Install:


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If you are not using Mobile Install, you may want to generate Service Order Reports or you may want to send the Service Order details to email or an external calendar.

Mobile Install Users


If you are using Mobile Install, you can publish/republish Service Order(s) to Mobile Install via the Mobile Install button in the Service Order Explorer or from the Publish button within the Service Order itself if you are editing the Service Order.


publish explorer.jpg


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This will open the following form where you can select which reports you want to be exported with the Service Order to Mobile Install, as well as a section where you can upload any other files that you wish (other SI reports, drawings, etc.):


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Note: The file size limit is 10MB per file. There is no size limit on the overall Mobile Install account.


Click the Publish button when done. Once you published you will get a confirmation:



Site Labor Settings


Prior to exporting Service Orders, you have the option of changing the site labor settings for Mobile Install. Site labor settings determine how labor items can be added in the field in the Mobile Install Interface, click here for details.


site labor settings dropdown.jpg


This will open the Site Labor Settings form where you can type in a value for labor per hour if you wish. Or you can click the the Select link and then choose an existing Labor Item from your SI Catalog. You can also choose whether or not to allow your Mobile Install User(s) assigned to the Service Order to change the price of labor as needed in the field, i.e. lock down a rate or allow there to be multiple rates assigned for labor in the field.


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