Work Order


Highlight the customer name and press the Work Order button to start the work order interview. A small window will open and you will be asked to select a salesman. Double click or enter the initials to select the salesman. Once a salesman has been selected the work order screen will open. At the top of this screen you will see the customerís equipment (if any)is listed. If there are no items you may enter a new one by selecting the Add New Item button.

Add New Item:

Clicking the Add New Item button opens the customer serialized item screen. In here you enter the Mfr, Part number, description, and other unit information. When done, click the Save/Exit button to go back to the work order interview screen.


The item you just entered will be listed and you can select it by clicking on it once. This will fill in the selected unit and item description fields. The next field is failure date, the default is the current date. Now we need to enter the Work Requested, Stated problems, and Flat Rates.

Work Requested:

Clicking the Work Requested button opens the list of requested work codes that you created in the shop portion of the Admin section. Click on the check box to select an item. You can click more than one box. You can also type in any other information necessary.

Stated problem:

Clicking the Stated Problem button opens the list of stated problem codes that you created in the shop portion of the Admin section. Click on the check box to select an item. You can click more than one box. You can also type in any other information necessary.

Flat Rates:

Clicking the Flat Rates button opens the list of flat rate jobs you created in the shop portion of the admin section. You can select more than one check box, however you cannot type in the box like the you can in the other two.


If you are scheduling a pickup for this unit, the default address is listed in the next box. If the unit is in another location then you may enter a new pickup address by click the New Address/Ship to button. You may also schedule a pickup date in the drop down menu.

The Tag/Reference field is for your internal tagging and reference system and will accept duplicates so you can re-use any tags.

On the right side of the screen is where all of the miscellaneous information is entered. You can schedule the work, set an amount to call the customer if the repair is going to exceed it, mark the repair as an estimate or warranty. Below this is where you can enter a deposit amount if your company wants or requires one.

Once all of this information is entered, click one of the buttons for printing. Finish and Print will print a single copy of the work order authorization form and work order label. Finish and Print 2 copies will print 2 copies of the authorization form and a single label. Finish and No Print will print nothing and to cancel the entire work order click Cancel. If you do not want to print a label, this can be turned off in the Printer Setup in the Admin section.