Customer Call on Service-Repair
- Add Customer in ION and add CC info in QB-* v1, v2
- Book Work Order for Service-* v3
- Move Service Day v4
- Add Notes v4
- Cancel Work Order (Service) v5
- Make changes to Customer info — in QB ONLY!-* v5
- Doc Issues
- Close Job
- Release to QB from Manage Receivables V7
- Run credit card/collect and deposit check, email invoice in QB V7
Customer Call on Weekly
- Add Customer in ION and add CC info in QB v1, v2
- Book Task for Weekly Maintenance-* v6
- Create first one-off invoice in QB for quantity of weeks in first month’s service and run CC after first service-* v6
- Cancel Task
- Move Task Temporarily
- Add Notes
- Doc Issue
- Verify Tech did Weekly Maintenance
- First of each month Accounting bills/collects on all Weekly’s
Customer Call on recurring PPC
- Add Customer
- Book Service
- Cancel Service
- Move Service Day
- Doc Issue
Customer Call on 1 Time Item-Just like Service above
- Add Customer
- Book Service
- Cancel Service
- Move Service Day
- Doc Issue
Tech Call – Service/Repair
- Close out Work Order / Pay CC
- Close out Work Order / Check
- Add PO (Purchase Order)
Admin Items
- Tech User and Tech Route – Add
- Tech User and Tech Route – Remove
- Service User – Add
- Service User – Remove
Accounting
- Collect Off Invoices weekly and monthly
- Change Customer Info in QB only!
- Item Maintenance
- Sales Rep Maintenance
- Email Monthly Statement / Invoice
Mobile
- Layout & Look / Feel
- Tech Activities – Repair
- Tech Activities – Maint