[SM] SM Work Orders

Service Management> Programs> SM Work Orders

SMWO1. Work Order: go into Work Order and press "+" or "n" to create the next WO number.

SMWO2. Description: Description of the Work Order
(Customer - What the Work Order is)

PENDING if pending

SMWO3. Select Service Site: press f4 and find the service site relevant to the work order
See example below, you can define the name more clearly in the description by putting "*" in the description and typing your customer name.

SMWO4. Customer: selecting the service site should auto populate the customer.

SMWO5. Lead Tech: press f4 to select the technician responsible for the work order

For Silvertrek Lead Tech = whose project it is

SMWO6. Reviewer: press f4 to select the person responsible for reviewing the invoice
For Silvertrek select 9.

SMWO7. Center: press f4 to select the responsible center for this work order.

Silvertrek will always be Silvertrek Systems, LLC

SMWO8. Site Contact (name and phone):

This will be the main customer point of contact regarding the work order

SMWO9. Requested By(name, phone): This will be the customer contact who requested the work order (date and time should auto populate)

SMWO10. Seq: go into Seq and press "+" or "n" to create the seq # per scope

SMWO11. Level: press f4 and select what level you're at with the work order.

Silvertrek default 1 for pending

This part to be filled after you have the scoping details (for Silvertrek this is after the scoping call) For others this would be once you have the detailed information a technician would need to complete the work order.

SMWO12. Priority: press f4 and select the priority level of the work order.

Silvertrek default 1 

SMWO13. Scope Detail: Gather your scope details that the technician will need to use to complete the call.

Silvertrek this will be the name of your scope

SMWO14. Due: When is this due by?

Not applicable for Silvertrek

SMWO15. Division: press f4 to select the department this goes to.

SMWO16. Call Type: press f4 to select the type of call your work order is.

SMWO17. Price Method

Select your price method:
Non Billable = not billing

Time and Material = time and material

If there is a not to exceed budget you can enter the amount in the NTE section next to it.

Flat Price = set flat price put in your total amount

SMWO18. Bill To: Select the customer this will be billed to.

SMWO19. Rate Template: Select relevant rate template

Silvertrek select current rate template