Lead the user through the steps of the task completion:


Tasks that people want to do:

Scheduling the service (pre-service)
- identify the client the service is for
- the service to be performed (issue to be resolved)
- date/time scheduled
- preferred tech
- parts that may be needed
- unit(s) to be serviced


Then the workorder is listed in the techs to do, in the dispatchers list of to do, client's list of upcoming wo, 

Documenting the Service provided:




After service - invoicing:




Will this be reoccurring service, or one time service for this issue?





  which client the order is for 
 what project to apply the order to 
 and what category the order  
 the present workorder status as a whole (tied to user notifications and client notifications) 
 the close by date (tied to when to notify subscribed users if not completed (via Notification Subscriptions) by a certain time period) 
 the invoice number when completed 
 service date information for the workorder as a whole 
 whether service has been completed (locking edit of parts and labor entries) 
 and whether the workorder as a whole is completed and Closed (tied to automatic notification of client with attached report of completed workorder). 

 enter in a summary  on service is to be performed 
 enter details on service to be performed for scheduled users 
 the actual request date (useful if date of entry is different from the date the client requested the service) 
 the status of the workorder item as a whole (displays on the Schedule screen) 
 and the priority of the individual workorder item 
 enter in a summary  on service is to be performed 

 enter details on service to be performed for scheduled users 
 the actual request date (useful if date of entry is different from the date the client requested the service) 
 the status of the workorder item as a whole (displays on the Schedule screen) 
 and the priority of the individual workorder item 


 select unit to be serviced via the workorder item 
 displays warranty information on the unit 
 and identify type of unit service.  
 You can also enter in meter reading entry for a unit and view meter reading history for selected unit 

schedule one or multiple users to perform the service in this workorder item which will also show in the graphical Schedule screen

select common TO DO tasks to be performed in service without having to retype every time, and identify status of these tasks performed

 identify one or more parts to be used in service (tech to take onsite) or parts that have been used in service.  
 And maintain inventory of parts. 
 And request parts if not in stock and identify order status of parts requested (tied to automatic notification of users when parts are received).  
 And generate a new unit from a sold part. 


 identify one or more schedulable users that performed the service for this workorder item 
 enter in the details of service performed 
 enter in the billable hours, non-billable hours, and service rate to charge 
 Also too where you can auto-debit the billable amount against banked service for client or selected unit if applicable 
 This is where you can view a history of service performed for the client and unit if applicable, as well as data for reports and future reference about the service provided 


 identify users that performed the travel, 
 enter in the billable travel time, non-billable travel, and travel rate to charge 
 And too where you can auto-debit the billable amount against banked service for client or selected unit if applicable 


 identify one or more loan items provided with this workorder item 
 enter in the loan out date, loan return ETA data, and actual return date, and any loan charges 

 identify additional expenses incurred for this workorder item that would not be parts or service 
 and identify if chargeable to client or not 


 identify information regarding units sent out for repair such as RMA number, related dates, who shipped to and via, and possible charges 

 enter in information in up to 10 additional custom fields that could be text, date, currency or true/false format fields. 



Quote service
Schedule service (could be one time or reoccuring)
Document service provided
Invoice


Service  history for a client / upcoming service for a client
Service history for a unit / upcoming service for a unit

List of units owned by client

Identify what inventory have on hand
What parts need to be ordered
What parts need to be received
what parts already assigned to service (assigned via wo when received into inventory)



assign a contract to a client that identifies what % discount for parts, and what specific rates to use, and expiry date

assign banked service to a client - prepayment of currency, or of hours, or of incidents
track banked service that has been applied
notify before prepayment depletes or when depletes


customer wants to requst service:
online 
via email
receive notice has been accepted
receive notice has been closed


Should have two for clients:
*one where they enter their details that can be used to generate a service workorder from
*and the other is for an existing client to log in via

track loan items 


send internal memo to other AyaNova users


search for workorders with certain text




meter readings.



FieldOne has lists of what theirs does - but nothing 