This Help File Page was last Modified on 05/23/2022
❑Steps to Set-up and Use the Service Tracking System:
A.Set Up new Service Accounts - Initialize any new (and if not done previously, existing) Subscribers for the Service Tracking System by completing - as needed - the items which prepare a Subscriber record for the Service Tracking System module.
3.Service Contracts - Record any Subscriber's newly purchased or existing Service Contract(s).
4.Installed Equipment - Identify the Subscriber's primary system components (e.g., Control Panel, Keypads, Motion Detectors, Smoke Detectors, Sounding Devices)
1.Use the standard, full length Work Order Form if time allows.
2.Use the Quick Work Order Form for the fastest method to record an initial service request entry.
2.Each Technician's Schedule may be printed for any set of one or more day(s).
1.Update the current Status of each Technician whenever it changes.
2.Provides direct access to the Technician Scheduling Form for the currently selected Technician.
3.Display the Technician Activity Tab, as needed, for a related Work Order.
E.Post Time Sheet entries - Enter the Technician's Labor Hours worked and Labor Rate the Subscriber must pay for those Hours:
2.Use the Time Sheets Form, and/or
3.Use the Labor tab on the Work Order Invoicing/Review Form.
F.Complete the Work Orders - Enter the information required for each completed Work Order:
✓Use the standard, full length Work Order Form, and/or
✓Use the Work Order Completion & Review Form
G.Invoice Completed Work Orders - Using the Work Order Form and/or the Work Order Completion & Review Form, finish entering the information pertaining to the charges incurred for each completed Work Order.
2.These Work Order Invoices may also be modified later, if required.
3.Optionally, the Invoices Form may be used to manually Invoice the completed Work Orders.
Service Tickets Widget
1.Open Tickets - Number of Work Orders which have been entered in the system but have not been completed.
2.Scheduled Orders Today - Number of non-installation Work Orders (Standard, Fire Alarm Test, Fire Extinguisher Inspection) which have been Scheduled for Today.
3.Scheduled Installs Today - Number of Installation Orders which have been Scheduled for Today.
4.Completed Today - Number of Work Orders (Standard, Fire Alarm Test, Fire Extinguisher Inspection, Installation Order) which have been Completed Today.
5.Completed Yesterday - Number of Work Orders (Standard, Fire Alarm Test, Fire Extinguisher Inspection, Installation Order) which were Completed Yesterday.
6.Billed Today - Number of Work Orders (Standard, Fire Alarm Test, Fire Extinguisher Inspection, Installation Order) which have been Invoiced Today.
7.Billed Yesterday - Number of Work Orders (Standard, Fire Alarm Test, Fire Extinguisher Inspection, Installation Order) which were Invoiced Yesterday.
❑Printing Options - Certain reports and documents may be used to more effectively accomplish the Daily Operations listed above (see B. through G.)
1.Print Blank Work Orders
2.Print all Un-Printed Work Orders
3.Print All Work Orders for a Specific Day (e.g., Today, Tomorrow) based on:
a.When they were originally requested.
b.When they are actually scheduled.
c.For a specific Technician (or all of them).
d.Based on the assigned Work Order Type (Regular Work Order, Fire Alarm Test, Extinguisher Inspection, Installation List, or all of these).
e.Any combination of these options.
B.Print the daily Schedule of work for each Technicians.
1.Each Technician's Schedule may be printed for any required day.
2.View and/or Print the Open Service Requests report to identify what still needs to be completed from previous days.
C.View and/or Print the list of Unassigned Service Requests to identify the Work Orders which must still be assigned to a Technician.
D.View and/or Print the Work Orders Not Invoiced report to determine which should be reviewed and billed.
E.View and/or Print the Review Technician Performance report to analyze the performance and efficiency of each Technician.
❑Subscriber Options - Service sub-menu - This menu provides access to the Forms that are used with the Service Tracking module.
Subscribers Form - Subscriber Options Menu - Service sub-menu
1.Recurring Service Setup - The Recurring Service Form is used to setup the automatic generation of Work Orders for periodically mandated Recurring Service Requirements.