Scheduling service calls on a work order

Note: Service Receivables features are available only if you purchased the Service Receivables Add-On Module.

The Payroll Records window uses service orders to create timecards. Sage 100 Contractor looks at the grid on the Dispatch tab for the date work is completed and the actual number of hours worked.

Important! If you want a Work Order to display on the dispatch board as "Unassigned," do not fill in the grid on the Location and Dispatch tab. If you do fill in the grid, an employee number is required for the Work Order to display on the dispatch board.

To schedule a service call:

  1. Open 11-2 Work Orders/Invoices/Credits.
  2. Click the Dispatch tab.
  3. Under Date/Time:
    1. In the first Call text box, enter the date when you received the call. In the second Call text box, enter the time when you received the call.
    2. In the first Dispatched text box, enter the date when you dispatched the call. In the second Dispatch text box, enter the time when you dispatched the call.
    3. In the first Scheduled text box, enter the date when the work is to be performed. In the second Scheduled text box, enter the time when the work is to be performed.
    4. In the Estimated Hours text box, enter the estimated number of hours necessary to complete the work.
    5. In the first Started text box, enter the date when the actual work begins. In the second Started text box, enter the time when the actual work begins.
    6. In the first Completed text box, enter the date when the actual work is completed. In the second Completed text box, enter the time when the actual work is completed.
    7. In the Actual Hours text box, enter the actual number of hours necessary to complete the work.
    8. In the Priority cell, enter the priority number reflecting the need for the employee.
    9. In the Technician text box, enter the employee number.
  4. In the grid, for each employee and for each day worked:
    1. In the Employee cell, enter the employee number.
    2. In the Equipment cell, enter the equipment number of equipment used on the service call.
    3. In the Priority cell, enter the priority of the call.
    4. In the Sched. Date cell, enter the date when the employee is scheduled to begin.
    5. In the Sched. Start cell, enter the time when the employee is scheduled to begin.
    6. In the Sched. Finish cell, enter the time when the employee is scheduled to finish.
    7. In the Sched. Hours cell, enter the estimated number of hours necessary to complete the work.
    8. In the Travel Time cell, enter the travel time in minutes.
    9. In the Completed Date cell, enter the date when the work is completed.
    10. In the Actual Start cell, enter the time when the actual work begins.
    11. In the Actual Finish cell, enter the time when the actual work is completed.
    12. In the Actual Hours cell, enter the actual number of hours necessary to complete the work.
    13. In the Billed Date cell, enter the date when you billed for the work.