Service
Watch Captain Premier’s Service section has been designed to enable users to quickly create estimates and manage operations through work orders — the lifeblood of the service business. A key part of the Service module is a user defined set of tasks that can standardize a yard’s business practices but also are also flexible enough to account for each job’s unique attributes.
The Service section processes estimates and work orders from start to finish by tracking parts, labor, subcontractors and other charges and associated services. The estimate and work orders are designed to track charges by tasks. Service tasks are user-defined and can be set up to bill on a time and material, flat rate or capped rate basis. User-defined comments are available for estimates, work orders, tasks, materials and other charges and can be maintained for internal (technician instructions) as well as customer reporting (invoice) purposes. The work order billing process allows progress billing for improved cash flow with only work completed since the last billing being billed out during this process. When billing individual work orders, a choice of service tasks to bill and the amount for each may be made. The work order will remain open until all service tasks are completed. Customer invoices can be produced quickly while utilizing the details of work performed and captured during the work order process.
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These screens show the path from the Service List to Work Order Details to Task Details to Invoicing for a customer’s work order to a customer invoice. |
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