SM100 Service Management Setup
Service Management Setup and Preferences Video
Service Management Setup and Preferences Quiz
- Service Management has 5 tabs.
- The Service Management Preferences does not have to be filled out before you start working in the Work Tab.
- Rooms are locations within a building where appointments can be tagged to.
- Problem Codes cannot be linked to Service Types.
- You can assign a Staff member to a Service Order.
SM200 Service Management Transactions
Service Order Creation Video
Service Order Creation Quiz
- The first thing you must chose it the Service Type in the Service Order.
- You do not need a customer on the Service Order.
- You cannot change the Billing Rule on the Service Tab.
- The Comment Tab is a free format tab where you can add your own comments about this repair.
- You can schedule a Techs time from within the Service Order.