PROJECTS

• Introduction to Projects
• Add a Project
• Assign a Technician to a Project
• View Work Orders linked to a Project
• Link a Work Order to a Project
• Link Delivery Address
• Work Orders - Link Customer Contact
• My Projects
• Project Progress
• Project Budget
• Closing a Project

PROJECT REQUESTS

• Request Parts
• Request Parts from a BOM
• Part Request Authorisation
• Request Services

PROJECT UPDATES

• Log Labour Time
• Log Expenses
• Log Travel
• Print Project Net Delivery Report

PROJECT BILLING

• Create a Quote from a Project
• Create an Order from a Project
• Create an Invoice from a Project
• Create a CR Note from a Project

WORK ORDERS

• Location Configuration
• Introduction to Work Orders
• Log a Manual Work Order
• Editing Work Order Details
• Assign Work Schedule Required Crafts
• Assign Employees
• Requesting Parts / Request Types / Authorisation
• Loan Units
• Log Labour Time
• Subcontractor Requests / Set to Bill or Not Bill
• Internal Services
• Expense Claims
• Travel Claims
• Digital Documents
• Scheduled Maintenanc
• View Warranties
• View Task Instructions
• View / Add Sales Quotes
• Update Rectification Comments
• Complete a Work Order
• Closing a Work Order
• Re-instate a Work Order
• Find by WO Code

WORK ORDER ALLOCATION

• Searching and Filtering
• Editing Columns
• Link Work Orders(s) to a Current Project
• Link Work Orders(s) to a New Project
• Unlink Work Order(s)
• Auto Create Projects

WORK ORDER REPORTING

• Print a Manual Work Order

TECH CONNECT

• Using Tech Connect

PROJECT METHODOLOGY

• Standard Methodology - Add Main Layer - Setting up Project Methodology
• Apply a Methodology to a Project
• Apply a Methodology to a Sales Quote

• Introduction to My Work
• View Assigned Workload
• Edit Work Description and Comments
• View Customer Details / View Customer
• Log a Part Request
• Log a Service Request
• Log Internal Service Request
• Log Time
• Log Expenses
• Log Travel
• View / Add Meter Readings
• View / Edit / Add Planned Maintenance Tasks
• Loan Unit Processing
• View/Link Documents
• Raise a Quote
• Print Call Report
• Print WO Report
• Print Service History
• Complete a Work Order
• Raise a Work Request
• Approve or Decline a Work Request

WORK MANAGEMENT

• Introduction to Work Management
• View Open Work Orders
• Edit a Work Order
• Assign a Technician
• Print Call Report
• Print Call Net Deliveries
• Print WO Report
• Print Service History
• Complete a Work Order
• Close a Work Order
• Raise a Work Request
• Approve or Decline a Work Request

WORK IN PROGRESS

• Service WIP (Work in Progress)