This commit is contained in:
@@ -14,6 +14,10 @@ todo: Money monday
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||||
- Can do todo-reorg and move to cases while awaiting responses for the above
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||||
|
||||
|
||||
todo: add guided tours link to website body somewhere? Or maybe once there are more?
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||||
Customer self service cycle from create cust, contact, request service, fill in wo, trigger notification etc
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||||
User notification subscription simple one but common useful.
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||||
|
||||
|
||||
todo: Welcome aboard email for subscribers with critical info:
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||||
- Backup responsibility and links to backup
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||||
|
||||
@@ -22,6 +22,12 @@ If this is your first time starting AyaNova and it has no database set up yet, t
|
||||
|
||||
## How the trial license works
|
||||
|
||||
A evaluation trial license can be used to try out all aspects of AyaNova for the trial period.
|
||||
|
||||
Your data and settings made during the trial period are still intact when the trial period expires so if you decide at that point to purchase an AyaNova license you can opt to keep the data and settings made during the trial period or erase the data to start fresh.
|
||||
|
||||
In the case of a subscription hosted AyaNova trial your data will not be kept beyond the trial period unless an extension is requested _before_ the trial expires or a purchase is made.
|
||||
|
||||
### Length of trial period
|
||||
|
||||
#### Perpetual self installed AyaNova
|
||||
@@ -34,15 +40,9 @@ The trial period for a Subscription AyaNova account is 7 days after which you ca
|
||||
|
||||
If you have entered data and want to keep it and continue evaluating your subscription trial period can be extended on request, [contact](https://contact.ayanova.com/contact) AyaNova support department **before** the trial subscription expires.
|
||||
|
||||
### Trial process
|
||||
|
||||
A evaluation trial license can be used to try out all aspects of AyaNova for the trial period.
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||||
|
||||
Your data and settings made during the trial period are still intact when the trial period expires so if you decide at that point to purchase an AyaNova license you can opt to keep the data and settings made during the trial period or erase the data to start fresh. In the case of a subscription hosted AyaNova trial your data will not be kept beyond the trial period unless an extension is requested _before_ the trial expires or a purchase is made.
|
||||
|
||||
## Default SuperUser login
|
||||
|
||||
The built-in SuperUser User account in AyaNova is not a normal type of User and does not consume a license; it is used for specific special operations in AyaNova that could lead to loss of data or affect the operations of the server over all.
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||||
The built-in SuperUser User account in AyaNova is not a normal type of User and does not consume a license; it is used for specific special operations in AyaNova that could lead to loss of data or affect the operations of the server over all, for example when generating sample data in an evaluation.
|
||||
|
||||
The SuperUser account does not have access to business data such as Customers for example and can not be used for normal day to day operations in AyaNova.
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||||
|
||||
@@ -56,7 +56,9 @@ AyaNova will prompt you to change it if it discovers a login using the default s
|
||||
|
||||

|
||||
|
||||
After you have [installed AyaNova](ops-install.md) and [requested an evaluation license](adm-license.md#start-trial-evaluation) AyaNova is empty and has no data entered yet, to make it easier to try out the features of AyaNova, you can generate some random sample data so you have something to work with and learn from.
|
||||
After you have [installed AyaNova](ops-install.md) and [requested an evaluation license](adm-license.md#start-trial-evaluation) AyaNova is empty and has no data entered yet, to make it easier to try out the features of AyaNova including following our [guided tours](#guided-tours), you can generate some random sample data so you have something to work with and learn from.
|
||||
|
||||
Note that only the [SuperUser](#default-superuser-login) account can erase the database and generate sample data.
|
||||
|
||||
The _Generate sample data_ button in the evaluate page opens a dialog to set the time zone desired for the sample data to be generated within and optionally set _every_ generated object with an email address to the same specific address for testing notification features.
|
||||
|
||||
@@ -100,6 +102,8 @@ The sample user login and password list is **static** meaning if you change any
|
||||
|
||||
The sample User login and passwords are the same for any evaluation so before you enter or import any real world data you must change them to ensure privacy.
|
||||
|
||||
## Evaluation
|
||||
## Guided tours
|
||||
|
||||
We recommend evaluating AyaNova at first, with the sample data, _before_ erasing it and importing or entering your own data as it's quicker and easier to get a feel for AyaNova with a full set of data available.
|
||||
|
||||
We have a growing collection of [guided tours](tour-intro.md) to help you get up to speed quickly with AyaNova.
|
||||
|
||||
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@@ -10,14 +10,18 @@
|
||||
|
||||
#### [Software developers guide](api-intro.md)
|
||||
|
||||
### Updated manual
|
||||
### Stay up to date
|
||||
|
||||
You may be viewing an older local version of this manual that was installed with your AyaNova server.
|
||||
|
||||
The most recent manual can always be viewed on our website at [https://www.ayanova.com/docs/](https://www.ayanova.com/docs/)
|
||||
|
||||
You can tell which version of the manual you are viewing by look at the revision stamp at the bottom of the page which shows the year month and day that copy of the manual was last updated:
|
||||
|
||||
`REV-YYYY-MM-DD `
|
||||
|
||||
### Beyond this manual
|
||||
|
||||
If you have a question that is not answered in this manual [contact AyaNova support](https://contact.ayanova.com/contact)
|
||||
If you have a question that is not answered in this manual or find an error or something missing please reach out to [AyaNova support](https://contact.ayanova.com/contact)
|
||||
|
||||
<small>AyaNova® is a registered trademark of Ground Zero Tech-Works Inc. in the United States and other countries</small>
|
||||
<small>AyaNova® is a registered trademark of Ground Zero Tech-Works Inc. in the United States and other countries</small>
|
||||
|
||||
@@ -6,11 +6,11 @@ Let's walk through creating a simple [work order](svc-workorders.md):
|
||||
|
||||
As a Service manager role User, from the `Service` -> `Work orders` data table click on the new button `+` at the top to create a new work order
|
||||
|
||||

|
||||
<!-- 
|
||||
|
||||
A new empty work order form opens ready to start filling in:
|
||||
|
||||

|
||||
 -->
|
||||
|
||||
The only required field on a Work order is the Customer and it's empty right now so the Customer list field is showing a validation error, a red title and warning message explaining the error below the Customer autocomplete list.
|
||||
|
||||
|
||||
21
docs/8.0/ayanova/docs/tour-intro.md
Normal file
21
docs/8.0/ayanova/docs/tour-intro.md
Normal file
@@ -0,0 +1,21 @@
|
||||
# Guided tours
|
||||
|
||||
We have a growing collection of guided tours in this section of the manual to help get you up to speed quickly with AyaNova.
|
||||
|
||||
## Read through or follow along
|
||||
|
||||
We have included images so you can either read through the tours without using AyaNova directly or follow along with a [trial evaluation](ay-evaluate.md) copy of AyaNova as you go through the tour.
|
||||
|
||||
## Before you take the tour
|
||||
|
||||
If you haven't already you should go through the tours _after_ you look over the [forms overview](ay-start-form-overview.md) section of this manual as it gives an overview that will make the guided tours much easier to understand.
|
||||
|
||||
## Request a tour
|
||||
|
||||
We are adding new tours here regularly partly based on questions we receive so if you would like to see a guided tour to help understand a concept or feature let us know by contacting [AyaNova support](https://contact.ayanova.com/contact).
|
||||
|
||||
## Stay up to date
|
||||
|
||||
You may be viewing a local, older version of this manual that was installed with your AyaNova.
|
||||
|
||||
The most recent version of this manual with the most up to date guided tours can always be viewed on our website at [https://www.ayanova.com/docs/](https://www.ayanova.com/docs/)
|
||||
@@ -1,69 +0,0 @@
|
||||
# Simple labor only work order
|
||||
|
||||
Note: if you haven't already you should come back here *after* you look over the [forms overview](ay-start-form-overview.md) section of this manual.
|
||||
|
||||
In this guided tour we'll create a simple labor only work order that records the details of service and the hours to be billed.
|
||||
|
||||
We will then print a Customer Invoice format work order report.
|
||||
|
||||
If you don't already have AyaNova available to follow along, everything you need to get started is available here: [Try AyaNova now](ay-evaluate.md).
|
||||
|
||||
## 1\. Login as a user with permission to make a work order
|
||||
|
||||
In AyaNova a [User](adm-users.md) needs permission to view and make changes to objects, this permission is called an [Authorization role](ay-biz-admin-roles.md) in AyaNova and an administrator grants permissions to each User as required.
|
||||
|
||||
Many User roles can access [Work orders](svc-workorders.md) and change various parts of them but the Roles with the highest level of access to change and view all areas of a work order are a [User](adm-users.md) with the [Business administration Role](ay-biz-admin-roles.md#business-administration) or a User with the [Service manager Role](ay-biz-admin-roles.md#service-manager).
|
||||
|
||||
For this tutorial you should login as a User with one of those Roles.
|
||||
|
||||
If you are using the AyaNova [sample data](ay-evaluate.md#generating-sample-data), we've provided a sample User for each type of Role so for this tour you should login as the `Service manager` sample User to follow along:
|
||||
|
||||

|
||||
|
||||
## 2\. Navigate to Service
|
||||
|
||||
Once you are logged in you need to navigate to an area of AyaNova where Work orders are displayed and entered. There are a few different options to do that but we'll use the simplest one for this tutorial and create the work order from the Service Work orders list.
|
||||
|
||||
### Click on the "Hamburger" icon
|
||||
|
||||
In AyaNova the main way to navigate around is by using the [navigation drawer](ay-start-form-overview.md#navigation-drawer) which is an area that slides out on screen to choose where you want to go.
|
||||
|
||||
When logged in you can access the navigation drawer from what is commonly known as a "hamburger" icon (highlighted below) because it looks kind of like a hamburger:
|
||||
|
||||

|
||||
|
||||
Click on this icon to show the navigation drawer
|
||||
|
||||
### Navigation drawer Service items
|
||||
|
||||
In the image below you can see the options available to the sample "Service manager" User generated by AyaNova. Users with more Roles will see more options here and vice versa.
|
||||
|
||||

|
||||
|
||||
The area we want is "Service" so go ahead and click on that to reveal all the Service navigation area options available to this User:
|
||||
|
||||

|
||||
|
||||
### Open the Work orders list
|
||||
|
||||
Clicking on "Work orders" will cause AyaNova to navigate to the list of previous Work orders entered and saved previously in AyaNova:
|
||||
|
||||

|
||||
|
||||
This list is known in AyaNova as a ["Data table"](ay-start-form-data-tables.md), data tables are used in many places in AyaNova for different kinds of objects. Data tables have many [features and options](ay-start-form-data-tables.md) to control what is displayed and how it's displayed so you can restrict the view to show only what is important for any given task.
|
||||
|
||||
## 3\. Create a new Work order
|
||||
|
||||
Because the currently logged in User has rights to create a work order the create new record button is available above and to the right of the list of work orders:
|
||||
|
||||

|
||||
|
||||
Anywhere you see this icon you can create a new record for any type of object.
|
||||
|
||||
Click on the create new record button to open a new empty work order:
|
||||
|
||||

|
||||
|
||||
In the image above we can see part of the new empty work order showing a few things that are good to know when working with _any_ record, not just work orders:
|
||||
|
||||
### URL / address
|
||||
272
docs/8.0/ayanova/docs/tour-service-wo.md
Normal file
272
docs/8.0/ayanova/docs/tour-service-wo.md
Normal file
@@ -0,0 +1,272 @@
|
||||
# Create a work order guided tour
|
||||
|
||||
Note: if you haven't already you should come back here _after_ you look over the [forms overview](ay-start-form-overview.md) section of this manual.
|
||||
|
||||
In this guided tour we'll create a simple labor only work order that records the details of service and the hours to be billed.
|
||||
|
||||
The screen shots will show how AyaNova looks on a PC or tablet, if you are using a narrow screen device such as a smart phone your view will be [slightly different](ay-start-form-overview.md#responsive-display) but the functionality is the same.
|
||||
|
||||
AFter the work order is created we will print a Customer Invoice format work order report.
|
||||
|
||||
If you don't already have AyaNova available to follow along, everything you need to get started is available here: [Try AyaNova now](ay-evaluate.md).
|
||||
|
||||
## 1\. Login as a user with permission to make a work order
|
||||
|
||||
In AyaNova a [User](adm-users.md) needs permission to view and make changes to objects, this permission is called an [Authorization role](ay-biz-admin-roles.md) in AyaNova and an administrator grants permissions to each User as required.
|
||||
|
||||
Many User roles can access [Work orders](svc-workorders.md) and change various parts of them but the Roles with the highest level of access to change and view all areas of a work order are a [User](adm-users.md) with the [Business administration Role](ay-biz-admin-roles.md#business-administration) or a User with the [Service manager Role](ay-biz-admin-roles.md#service-manager).
|
||||
|
||||
For this tutorial you should login as a User with one of those Roles.
|
||||
|
||||
If you are using the AyaNova [sample data](ay-evaluate.md#generating-sample-data), we've provided a sample User for each type of Role so for this tour you should login as the `Service manager` sample User to follow along:
|
||||
|
||||

|
||||
|
||||
## 2\. Open the Service work orders list
|
||||
|
||||
Once you are logged in you need to navigate to an area of AyaNova where Work orders are displayed and entered. There are a few different options to do that but we'll use the simplest one for this tutorial and create the work order from the Service Work orders list.
|
||||
|
||||
### Click on the "Hamburger" icon
|
||||
|
||||
In AyaNova the main way to navigate around is by using the [navigation drawer](ay-start-form-overview.md#navigation-drawer) which is an area that slides out on screen to choose where you want to go.
|
||||
|
||||
When logged in you can access the navigation drawer from what is commonly known as a "hamburger" icon (highlighted below) because it looks kind of like a hamburger:
|
||||
|
||||

|
||||
|
||||
Click on the hamburger icon to show the navigation drawer.
|
||||
|
||||
### Navigation drawer Service items
|
||||
|
||||
In the image below you can see the options available to the sample "Service manager" User generated by AyaNova. Users with more Roles will see more options here and vice versa.
|
||||
|
||||

|
||||
|
||||
The area we want is "Service" so go ahead and click on that to reveal all the Service navigation area options available to this User:
|
||||
|
||||

|
||||
|
||||
### Open the Work orders list
|
||||
|
||||
Clicking on "Work orders" will cause AyaNova to navigate to the list of previous Work orders entered and saved previously in AyaNova:
|
||||
|
||||

|
||||
|
||||
This list is known in AyaNova as a ["Data table"](ay-start-form-data-tables.md), data tables are used in many places in AyaNova for different kinds of objects. Data tables have many [features and options](ay-start-form-data-tables.md) to control what is displayed and how it's displayed so you can restrict the view to show only what is important for any given task.
|
||||
|
||||
## 3\. Create a new empty Work order
|
||||
|
||||
Because the currently logged in User has rights to create a work order the create new record button is available above and to the right of the list of work orders:
|
||||
|
||||

|
||||
|
||||
Anywhere you see this icon you can create a new record for any type of object.
|
||||
|
||||
Click on the create new record button to open a new empty work order:
|
||||
|
||||

|
||||
|
||||
The only required field on a Work order is the Customer and it's empty right now so the Customer list field is showing a validation error, a red title and warning message explaining the error below the Customer autocomplete list.
|
||||
|
||||
You can't see it in the image but when the form is in an invalid state the save button is disabled until the issues are corrected as it would simply be rejected by the server if it was saved as it contains broken validation rules.
|
||||
|
||||
## 4\. Select a Customer
|
||||
|
||||
Let's fix the broken rule by selecting a Customer:
|
||||
|
||||
We want the Customer "XYZ Accounting" so we'll click into the Customers [autocomplete list](ay-start-form-autocomplete.md) and type "xyz" to search for any Customers with those letters in their name:
|
||||
|
||||

|
||||
|
||||
Since there is only one customer with XYZ in it's name, only one search result came back and is displayed in the list below the autocomplete control. If there were multiple matches, up to 100 of them at a time would be displayed in the results list.
|
||||
|
||||
(There are many ways to search and use the autocomplete list control to speed up entry, all documented in the [autocomplete list](ay-start-form-autocomplete.md) help page)
|
||||
|
||||
You'll notice in the image that there are some Tags ("black, green") also showing with the customer name, this is because we've customized the Customer [autocomplete list template](adm-global-autocomplete-templates.md) to also use Tags for searching and selection. You can change this to include multiple fields as required from the [Customer](customers.md) object.
|
||||
|
||||
We're using a desktop computer with a keyboard here and don't want to take our hands off the keyboard to select with a mouse so we'll press the down arrow to highlight the result "XYZ Accounting..." and press enter to select it:
|
||||
|
||||

|
||||
|
||||
The Customer is now selected as required by the form validation rules and it no longer displays a red validation error message.
|
||||
|
||||
## 5\. Save the work order
|
||||
|
||||
We're not done yet but it's a good idea to save a record regularly as you work on it. Anything not saved might need to be entered again if something goes wrong at your end with your browser or connection to the network.
|
||||
|
||||
So far this work order only exists temporarily here in our browser.
|
||||
|
||||
You can see it hasn't been saved as it does not have a work order serial number displayed and the [web address](ay-start-form-overview.md#web-address) shows it's internal record id is zero
|
||||
|
||||

|
||||
|
||||
meaning it has no server provided ID number yet and only exists here in the browser and could be lost if we shut down our browser without saving.
|
||||
|
||||
Let's click on save now:
|
||||
|
||||

|
||||
|
||||
This action submits the form to the AyaNova server where it will validate the work order to check for any errors or broken business rules. If errors are found it will not save the record but instead return a list of one or more validation errors to the User to correct the problems. If no errors are found it will update the object in the database.
|
||||
|
||||
In this case there are no errors and so a new work order record is created in the database and the server returns an updated work order back to the browser where your local view is updated to match.
|
||||
|
||||
AyaNova has assigned this new work order an internal ID number of 104 which you can see in the URL bar which has changed from record 0 to record 104:
|
||||
|
||||

|
||||
|
||||
Also you can see in the image that this browser tab now shows the work order serial number assigned which is also 104. This is the page title in the browser and makes it easier to see what record is open in a operating system task bar.
|
||||
|
||||
This URL in the web browser is a complete link to this exact work order record in AyaNova so, like any page in AyaNova you can bookmark in your browser this record if desired or send the url link to another User to open this same record (provided they have the rights to do so).
|
||||
|
||||
In addition to the record id in the URL, the work order serial number 104 is now displayed in the work order form [app bar](ay-start-form-overview.md#app-bar):
|
||||
|
||||

|
||||
|
||||
The work order serial number and it's record id are actually two completely seperate things. The record Id will not necessarily be the same as the work order serial number, it's just worked out that way as the work order serial number [automatic starting seed number](adm-global-seeds.md) has not been changed so record 1 was also serial number 1 etc.
|
||||
|
||||
Aside from the work order number the Server has also made some other changes to this work order for us.
|
||||
|
||||
### Automatic work order changes
|
||||
|
||||
Because this work order is new and the Customer has been set, AyaNova was able to fill in some fields automatically based on the selected Customer.
|
||||
|
||||
#### Address
|
||||
|
||||
The server has automatically populated the Work order Address field from the Customer record. A work order keeps it's own copy of the Address to preserve the historical record if a Customer's address should later change and also a Work order may have it's own address distinct from the Customer for several reasons such as billing going to a [Head office](head-offices.md) or servicing a [Unit](svc-units.md) that has it's own address or no address at all, just GPS co-ordinates.
|
||||
|
||||

|
||||
|
||||
You can edit this address or change it at any time.
|
||||
|
||||
## 6\. Enter a Summary
|
||||
|
||||
This optional field is a summary of the work to be performed overall. This field is intended to be viewed by the service technician and is displayed at the top of the stock "Service dispatch" report. Some shops work from the user interface directly on mobile devices, some print out dispatch reports to hand to technicians.
|
||||
|
||||
Here we'll describe the overall problem:
|
||||
|
||||

|
||||
|
||||
This is a simple work order so we'll leave the other fields in the header empty as we won't be needing them for this job.
|
||||
|
||||
Next up is to create a new Work order item to specify the equipment to be serviced and to schedule a service technician:
|
||||
|
||||
## 7\. Add a work order item
|
||||
|
||||
Currently our work order only has a Header, there are no work order items so let's add one now. Work order items are added from the Items context menu:
|
||||
|
||||

|
||||
|
||||
Because there are no existing items and no item is selected there is only one option:
|
||||
|
||||

|
||||
|
||||
Click on it to create the new work order item:
|
||||
|
||||

|
||||
|
||||
In the image above, the form has changed to display the work order items table and the current (only) work order item's edit fields are displayed under the table.
|
||||
|
||||
If there was more than one work order item they would also display in the table and clicking on the row would change the edit form fields to _that_ work order item record.
|
||||
|
||||
Here we can see that the Summary field is required and needs to be filled in. Unlike the header summary field this one applies to this work order item only and it _does_ display on stock reports intended for Customers such as the Customer Invoice and Customer Work order reports.
|
||||
|
||||
If this was a larger work order with multiple work order items then each separate aspect of service would be documented on each work order item independently. For such a simple work order there isn't much need to enter more than the same duplicate information from the header summary.
|
||||
|
||||
Next up is to select the exact Customer [Unit](svc-units.md) that requires service as this particular work is to repair an item of equipment that we track in AyaNova:
|
||||
|
||||
## 8\. Select a Work order item Unit
|
||||
|
||||
Now that we have a work order item the Work order item context menu will be able to offer all the different types of objects that can be added to this item.
|
||||
Clicking on it again reveals a much larger set of items:
|
||||
|
||||

|
||||
|
||||
All of these items are optional and none of them will appear on the work order form unless that type of object is added.
|
||||
|
||||
Because we are intended to service a specific piece of equipment owned by the Customer and we want to keep track of it in AyaNova we will add this Unit to be serviced to the work order so we'll click on the _Work order item unit_ option in _Add_ section of the menu.
|
||||
|
||||

|
||||
|
||||
A new, empty Work order item Unit record is now added to the work order and as we can see it requires a Unit to be selected. This list contains all the [Units](svc-units.md) previously entered for the selected Customer.
|
||||
|
||||
We'll go ahead and select a Unit and also save the Work order again since we've added a few things now.
|
||||
|
||||

|
||||
|
||||
The Unit has been added and some desriptive information about it is displayed in the work order item Units table. The other fields here in the work order item Unit record are optional, (we could even [hide them](ay-customize.md) if we don't need them). Nothing more needs to be done here so we'll now schedule a service technician to do the work.
|
||||
|
||||
## 9\. Schedule a service technician
|
||||
|
||||
A service technician is scheduled on a work order by adding a work order item scheduled user record so we'll go back to the Work order item context menu again and select to add a scheduled User to this work order item:
|
||||
|
||||

|
||||
|
||||
A new, empty Work order item Scheduled User record is now added to the work order.
|
||||
|
||||

|
||||
|
||||
We'll go ahead and select the service technician we want to assign this work to, set a date and time for service and pick a suggested service rate.
|
||||
|
||||

|
||||
|
||||
Once we save this work order, Lamar the technician selected will see this item appear in their personal [schedule form](home-schedule.md) and it will also appear on the [Service schedule form](svc-schedule.md) that shows all scheduled technicians for overall service management.
|
||||
|
||||
At this point the work order is completed for scheduling purposes.
|
||||
|
||||
## 10\. Entering labor and completing the work order
|
||||
|
||||
Once the Unit is serviced by Lamar, he will fill out the billable details in the work order by creating a Work order item Labor record. AyaNova has a shortcut to save time - the Scheduled user record can be turned into a Labor record with a click from the Scheduled Users area context menu:
|
||||
|
||||

|
||||
|
||||
The _Convert to labor_ menu item creates a new work order item Labor record, adds it to the current work order item and copies the details from the Scheduled user record:
|
||||
|
||||

|
||||
|
||||
All that remains to be done here is for Lamar to optionally enter the details of the work he has done in the _Service details_ field which will display on the various reports and be recorded for future reference.
|
||||
|
||||
At this point this work order is completed and ready for invoicing.
|
||||
|
||||
## 11\. Print or email a Customer invoice report
|
||||
|
||||
Now that the work order has been completed it's time to bill it out.
|
||||
|
||||
In this example we are not using an accounting software integration like our [QBI QuickBooks integration](integration-qbd.md) so we will create a Customer Invoice report from the work order.
|
||||
|
||||
Reports are accessed from the menu:
|
||||
|
||||

|
||||
|
||||
In the image you can see the _Report_ option to open the list of reports available for a work order.
|
||||
|
||||
Right beneath the _Report_ option is the last report selected for this form, in this case _Service Dispatch_.
|
||||
|
||||
This helps to save time when you regularly use the same report.
|
||||
|
||||
Go ahead and click on _Report_ to open the [Report picker](ay-report.md) showing the list of reports available for a service work order.
|
||||
|
||||

|
||||
|
||||
In the image above you can see a list of reports available here; the mouse is hovering over the _Customer Invoice_ report causing it to be highlighted.
|
||||
|
||||
You can make your own reports to select here or modify the ones listed by using the [Report template editor](ay-report-edit.md).
|
||||
|
||||
Go ahead and click on _Customer Invoice_ to have the AyaNova server generate a PDF report from this work order.
|
||||
|
||||

|
||||
|
||||
(yes this image _does_ show a different work order 104 from the one originally created for this tutorial)
|
||||
|
||||
Here we have the work order report ready to send to a printer or to the Customer directly as a .pdf file.
|
||||
|
||||
In the image above you can see the invoice number entered and even the Customers signature that they signed right on the AyaNova work order form using the built in Customer [signature control](svc-workorders.md#customer-signature) (there's one for the service technician too if your business requires it).
|
||||
|
||||
Printing and mailing or emailing invoices takes away from billable time and is a bit of a hassle wouldn't it be nice to not have to do it in the first place ...
|
||||
|
||||
### Customer self service option
|
||||
|
||||
You can optionally create a [Customer contact User](cust-contacts.md) and give them the right to login to AyaNova and use a special [Customer interface](adm-global-settings.md#customer-access-settings) which enables them to not only select and view their own work order reports but even request service and other options as permitted by you.
|
||||
|
||||
Your Customers can also be automatically notified when service has completed or reached a particular status on one of their work orders through the optional [Customer notifications](customer-notify-subscriptions.md) feature of AyaNova.
|
||||
|
||||
These two features in combination can be used to eliminate paperwork and time spent by office staff by making the entire service cycle from the Customer requesting service to getting invoiced paperless and automatic.
|
||||
@@ -7,7 +7,7 @@ theme:
|
||||
site_name: AyaNova manual
|
||||
site_dir: '../../../server/AyaNova/wwwroot/docs'
|
||||
strict: true
|
||||
copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-10-17
|
||||
copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-10-19
|
||||
extra:
|
||||
generator: false
|
||||
# Extensions
|
||||
@@ -22,9 +22,10 @@ nav:
|
||||
- Home: 'index.md'
|
||||
- User guide:
|
||||
- 'Try AyaNova now': 'ay-evaluate.md'
|
||||
- Guided tours:
|
||||
- Guided tours:
|
||||
- 'Introduction': 'tour-intro.md'
|
||||
- Service tasks:
|
||||
- 'Create a simple labor only work order': 'tour-service-labor-wo.md'
|
||||
- 'Create a work order': 'tour-service-wo.md'
|
||||
- 'Changes from AyaNova 7': 'ay-start-changes-from-v7.md'
|
||||
- User interface:
|
||||
- Introduction:
|
||||
|
||||
Reference in New Issue
Block a user