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2022-02-03 22:25:54 +00:00
parent 5d5bb6e20b
commit a572b30407
5 changed files with 32 additions and 3 deletions

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@@ -169,6 +169,35 @@ A service technician is scheduled on a work order by adding a work order item sc
![Work order walkthrough 20](img/svc-work-order-walk20.png)
A new, empty Work order item Scheduled User record is now added to the work order.
![Work order walkthrough 21](img/svc-work-order-walk21.png)
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.
![Work order walkthrough 22](img/svc-work-order-walk22.png)
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.
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:
![Work order walkthrough 23](img/svc-work-order-walk23.png)
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:
![Work order walkthrough 24](img/svc-work-order-walk24.png)
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.
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## How to use collections