What you will learn - and why
Attendees learn how to enter all service order information including requested
work, work performed, and time logs. Explanations and examples are provided
for the scheduling and dispatching of technicians, as well as the printing of service
orders for a specific technician. Instruction is also given on how to process RMAs to vendors and inventory exchanges with the customer.
Attendees completing this course should be able to create a service order,
enter the required service order information, print a service order, prepare
the order for billing, and close out the order.
View Classes On Demand
Lecture Titles - Class 1
- Understanding your
rep record and technician groupings
- Creating a service order for an account
- Preparing service orders
identifying
items being serviced
- Selecting the
'status' and 'type' codes
- Assigning a primary technician to the service order
- Entering work requested and work performed
- Creating a service order using only a serial number
- How to open and close a service order
- Printing a service order
- Printing a batch of service orders using the
service order list view
- Using the service
order list view
- Understanding how service orders affect contracts
- Searching and locating a service order
Assignment: Using the
sample database, enter a service
order, select a serialized item from customer inventory to service, assign
a technician to the service order, print the service order, and use the
service order list view to print a batch of service orders.
Lecture Titles - Class 2
- Understanding tasks
- Understanding the Dispatch Board
- Using the task
list view
- Using the calendar
- Entering time logs
- Entering expenses
- Entering parts and labor used to complete the service order
- Entering symptom &
resolution codes
- Using the statistics tab
- Understanding RMAs
- Understanding exchanges with customer inventory
- Reviewing customer inventory history
Assignment: Using the
sample database and the previously created
service order, enter a few time logs, enter symptoms & resolutions,
enter a few parts & labor items used to complete the service order,
and schedule a task for the assigned technician. Use the Dispatch Board
to assign the service order to a different technician. For one of the items
being serviced, perform an RMA and print the RMA packing slip. Close out
the RMA. For one of the items under Parts & Labor Used, perform an exchange
of customer inventory with this new item.
