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HOW TO - Create a Service Order

Default Menu Location¶

Procedures¶

• Click the New button on the top right hand corner of the Task Entry screen
  

• Fill out the "Client", "Bill To", and "Location" fields on the screen
  

• Choose a Type and Task
  

• Create a Work Order by clicking the button next to the WO# field
  

• Contact, Asset ID, Project, Phase, Priority, Category, and Zone fields need to completed
  

• Save the Entry
  

• Click on the New button below the Status tab
  

• Fill out the Skill Set, BillCode fields
  

• The other fields such as, Duration, Date, Time, Constraint, and Resource fields need to be filled out on the screen as well.