Home > SI 2015 Documentation > User Guide > Scheduling > Service Orders > Managing Service Orders

Managing Service Orders




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


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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 QuickFilter 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:


client project tree.png

Editing Service Orders


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


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


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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:




In this example, Labor Items for the Service Call were added, as well as a replacement Product:








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


save button.png


Mobile Install Users


Click the [Update From] button in the Mobile Install section of the ribbon of the Service Order Explorer:


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


update confirmation.png


You can now edit the Service Order within SI 2015. You will want to, at a minimum, edit the Progress field to mark the Service Order as Completed (if that is the case):




Note: The % Complete field updates from Mobile Install, but the Progress field for a Task in SI 2015 does not update from the Status field in Mobile Install, they are independent settings since the Progress list is customizable in SI 2015.

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 2015 Catalog:


reset button.png


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


save and close.png

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