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