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Work Orders Overview
Work Orders are a vehicle for managing installation or service work performed by technicians. There are two types of work orders: regular work orders, which are used for performing installations and service calls, and recurring work orders, which ar...
Work Order Record Definitions
Once a new Work Order is saved, several tabs are displayed in the lower panel of the page. When clicking on the Edit button at the upper right of the work order page, additional buttons will be exposed on the various tabs to add data. Each of thes...
Work Order List
When selecting Work Orders from the Accounts Receivable menu, several tabs are displayed. Each of these tabs is covered under this topic section.
Open Work Orders — All work orders that have not been closed.
Appointments — All appoi...
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...
Edit a Work Order
Information on an open work order may be edited at any time. For work orders that have been closed, only two items may be edited: Notes and Custom Fields. To edit a work order, access the work order from the customer record or by selecting the work...
Invoicing from a Work Order
To complete and invoice a work order, access the work order from the customer record or by selecting the work order from Accounts Receivable > Work Orders > Open Work Orders tab. Once the work order is open on your screen, click the Edit button a...
Invoicing from the Ready to Bill List
When the work has been completed on a work order; it has been reviewed for accuracy; and the status set to Ready To Bill, it can be invoiced from the Ready To Bill Work Orders List. Navigate to Accounts Receivable > Work Orders > Ready To Bill Work...
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...
Work Order Billing - Credit Progress Invoices (Pro)
On the work order Billing tab, on the Invoices tab, there is a way to credit invoices and see credited invoices in the list. There is a Credit button for each invoice in the grid. To see credited invoices for the work order, click the Show Cred...
Work Order Issues and Returns (Pro)
On work orders, the Parts tab has two tabs: a Parts tab and an Issues/Returns tab. The Issues/Returns tab shows part issues and returns related to the work order. The tab has these columns: Issue/Return : This displays Issue if issued parts or...
Editing Work Order Parts
When editing work order parts, you can edit the Is Stock? and Warehouse fields on work order parts even if the work order is locked (such as when using progress invoicing). (All other fields are still disabled and cannot be changed.) All w...
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...