Articles
About Completing a Work Order
Completing and invoicing a work order may be done from the Work Order page or from the Ready to Bill tab of the Work Orders listing. Both methods are covered in this section. Typically, a staff member in the service department reviews work orders p...
Charge First RMR Cycle - Work Order
When you add RMR to a work order and specify Charge First Cycle on the RMR, Managely includes the charges associated with that RMR on the work order, represented by the item selected for the RMR. This also changes the date associated with the RMR’s...
Void a Work Order
A work order may be voided if necessary. Typically, this option is used if the work has been canceled, but you still want to keep the history associated with the work order. If there are any scheduled appointments that have not been fully dispatche...
Deleting Open Change Orders
On the Change Order details page, there is a Delete button, so users can delete certain change orders. Users can delete change orders that have no items, parts, timesheets, or RMR, and if they have a work order status of open. If addition, any c...