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Service Receivables

SUGGESTED

When creating a work order for a service call and you need to reschedule the work order how do you handle inputting the notes and keeping track of who created those notes and on which trip (date).

Parents
  • 0
    SUGGESTED

    You can enter notes on the work order in the header (there are two locations) stating which employee was originally scheduled and which is the new one and date. You could then create a query in 11-2 to display the user, notes, client, and date, and use a date range in the filter criteria with status 7-Work order.  You could run that however often you need to.

    If you feel this answer helped, please mark it as verified White check mark (by clicking the "…" button next to Reply, on the response) for the benefit of others in this forum.

Reply
  • 0
    SUGGESTED

    You can enter notes on the work order in the header (there are two locations) stating which employee was originally scheduled and which is the new one and date. You could then create a query in 11-2 to display the user, notes, client, and date, and use a date range in the filter criteria with status 7-Work order.  You could run that however often you need to.

    If you feel this answer helped, please mark it as verified White check mark (by clicking the "…" button next to Reply, on the response) for the benefit of others in this forum.

Children
  • 0 in reply to CatherineSchmitt

    What do you mean by header? We use the blue notepad for what their task is and the techs use the yellow. We do use important notes. Which I feel like it ruins the way I run my query since those get listed first. (I haven't checked if you can select notes only and not important notes).