About 11-2 Work Orders-Invoices-Credits
Adding a new service location for a client
11-2 Work Orders, Invoices, & Credits
Note: Service Receivables features are available only if you purchased the Service Receivables Add-On Module.
You use the 11-2 Work Orders/Invoices/Credits window to enter transactions that affect service receivable accounts. You can create quotes, work orders, invoices, credits, and service routes and contracts. You can also view many different summaries, such as service contracts for clients, client equipment, equipment by location, quotes, work orders, and open invoices.
As you create records, you can schedule the service call and provide the location of the work and the parts and assemblies necessary to complete the work. When performing service work for insurance recovery, you can also supply the necessary policy details.
Tip: Using the grid in the 11-2 Work Orders/Invoices/Credits window to add a location for a client can be slow, especially if there are many existing locations. To add a new service location quickly, use the separate Add Service Location window.