Service Orders (Work Orders)

Put the "Service" in Your Service Calls

Service orders (Work Orders) are the heart of your service business. With Service Orders , you get the help you need to record, dispatch, schedule, track, assign, and close service orders with minimum work and maximum results. Service Orders , is integrated with Service Invoicing (then to AR and GL) as well as with Equipment Servicing and Service ContractsModules (if applicable).

Click on the screen shot to the right to see some of the reports that can be generated from the SouthWare Service Management Series.

With Service Orders you Can:

• Quickly record the important facts about every request for service.
• Efficiently handle both your regularly scheduled and your on-demand service requests.
• Get the right technician dispatched or assigned to a service order
• Know the current status of each service order and know which ones need special attention.
• Quickly record the parts and services used on a service order
• Make sure that fees such as travel or zone charges are charged when appropriate
• Make sure that every service order is billed quickly, accurately and thoroughly
• Eliminate errors by ensuring that contract rates, limits, and coverages are automatically considered on service orders
• Instantly answer your customers' questions about the status and details of the work being done for them.
• Evaluate the work being done by each of your technicians and service locations.

Service Order Information

• Option for multiple service locations
• Option to add new customer
• Service history for customer or equipment
• Identify equipment to be serviced
• Problem description, problem codes
• Estimates, comments, and action taken
• Track dates and times for each step
• Option to service multiple equipment on one service order
• Multiple technicians per service order
• Subtotals and appropriate taxes for parts, labor and other charges
• Billing percent per line item considers equipment warranty and contract coverage
• Access preventive maintenance schedules
• Record meter readings
• Commits parts from inventory control
• Notes, text and optional extended data

Dispatching Features

• Display service orders to be dispatched along with a list of possible technicians
• Check technician skills, territory, priority

Integration with Contracts and Equipment

• Consider contract limits and coverage
• Check equipment covered by contract
• Relate each service to equipment
• Integrate PM schedules and meter readings
• Exchange/loan/rent equipment

Billing Features

• Partial or full billing of a service order
• Closing function for travel/other charges
• Batch or interactive invoices

Management and Reporting

• Service Order Inquiry
• Current status / schedule reports
• Service Order analysis reports
• Technician analysis reports

Make sure your customers are getting the best service you can give. Get control of your service work with SouthWare's Service Orders!

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