Work Order Type Settings (Work Order Type Name will appear here)
| Name | Work Order Name |
| Description | Work Order Description |
| Presentation Method | Multiple Choice (select one) Bid, Accept/Reject,Manual Assignment, Auto Assignment, Conditional Assignment |
| Capture pick up location | yes/no if the WO has a separate location for an item to be picked up |
| Work Order Duration | time slot for WO (hours) |
| Add Customer Assets to Work Order | yes/no Will an asset be associated to this WO |
| Has Delivery Items | yes/no Does the WO has a delivery item |
| Has Authorized Service Providers | yes/no Does this WO type have authorized service providers? |
| Has Partner | yes/no is the order associated to a partner (client order only) if yes show drop down or partners to associate. |
| Terms & Conditions | yes/no Does order have term and conditions |
Custom Fields
| Name | Type | Required | Searchable | Customer Visible | Options |
|---|---|---|---|---|---|
| Name of field | field type | is the field required | is the field searchable | can the customer see the field | button to view or edit field settings |
Attachments
| Attachments Name |
|---|
| Attachment/s associated with this work order type |
The terms are displayed in the order and are accepted each time and order is accented, assigned.
Terms and Conditions
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The service pipeline is a work flow of items that need to be accomplished to complete a Work Order.
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A step is an action that would need to be completed by a specified individual or role. This could be a provider, a manager, a supervisor,etc.. it would depend on who individual/role that step is assigned to.
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Steps can trigger action items. Action items can be: Status change, Task creation(role specific), start/stop time tracking, etc.
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Steps can have conditional logic. Steps are assigned to specific people or roles and once a step is completed the next step would become live and the person/role responsible for completing that step would then be notified.
Complete specified task e.g. contact customer
Step One
Complete specified task e.g. Schedule Appointment
Step two
Assigned to Service Provider
Confirm Appointment 24 hrs Prior
Step Three
Assigned to Service Manager
30 minute pre-call
Step Four
Assigned to Service Provider
Mark order as complete
Step Five
Assigned to Service Provider
Post Call
Step Six
Assigned to Service Manager
Customer Review
Step Seven
Assigned to the customer, conditional logic applies and this step would not be active until the job had been marked complete by the service provider.
Submit for review
Step Eight
Assigned to Service Provider, provider would ensure that all deliverable items i.e. sign wo, pictures etc. are uploaded and then submit for review.
Order Review
Step Nine
assigned to service manager. Order is reviewed, task is completed, order is then set to payment approval by supervisor. This would create a task the corresponding role to complete the payment approval.
Payment Approval
Step 10
Assigned to supervisor role. Task is completed and order is approved/denied for pay depending on presence of deliverable items. Completion of this step would close the work order in the system.
Statuses list is for example only
Work Order Status Association
| Status |
|---|
| Available |
| Pre-call Needed |
| Pending Schedule Date |
| Scheduled |
| En-route to Service Location |
| On-site |
| Completed |
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Presentation radius: Service providers with in this radius that match the associated skills, credentials, and capabilities will be presented this order when it is generated in accordance with the designated presentation method.
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Skills: All skills associated here must be met to trigger order presentation.
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Credentials: All Credentials associated here must be met to trigger order presentation.
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Capability: All Capabilities associated here must be met to trigger order presentation.
Presentation Radius
Skills
| Skill Name |
|---|
| Skill/s associated with this work order type |
Credentials
| Credential Name |
|---|
| Credential/s associated with this work order type |
Capabilities
| Capabilty Name |
|---|
| Capabilities associated with this work order type |
Deliverables are required items needed to show that a work order has been completed. These items could be a customer signed copy of a work order, pictures of the completed install, assembly, repair, etc., copy of a receipt, etc…
Deliverable Items
| Deliverable Item Name |
|---|
| Deliverable Item/s associated with this work order type |
| ex. photo of install |
| ex. signed WO |
Work Order Margins are set depending on the order type:
Margin Types
- Fixed- Work order has a set Price and Cost this would mean there is an invoice item associated with the work order that has this information set.
- Percentage- Percentage mark up based on bid price or provider quote
- Variable Percentage- sliding percentage based on bid price or provider quote.
Margin Type
| Margin Type | Percentage | Variable Percentage |
|---|---|---|
| Radio Button: Fixed,Percentage,Variable Percentage | example 20% | example 20% |
Invoice Item
| Type | Name | Price | Cost | Quantity | Options |
|---|---|---|---|---|---|
| Type of Item: Service,Material, Part | Item Name | Total price | Total cost | quantity | edit item |
Commission
| Commission Name | Commission Type | Fixed amount | Percentage | Variable Percentage |
|---|---|---|---|---|
| Insurance | Radio Button: Fixed,Percentage,Variable Percentage | $1.00 | .05% | .05% |
If the work order has Authorized Service Providers enabled this is where they will be listed. This is also where they will be added, approved, and/or removed.
Authorized Service Providers
| Name | Phone | # of orders completed | Last Login | Authorization Status | Options | |
|---|---|---|---|---|---|---|
| Billy Bob | 407-789-4562 | [email protected] | 12 | 9/18/2017 | Approved | Button to edit provider |
| John Doe | 407-789-4562 | [email protected] | 23 | 7/21/2018 | Pending Approval | Button to edit provider |
| Bob Roberts | 407-789-4562 | [email protected] | 122 | 3/21/2018 | Approved | Button to edit provider |
| William Roberts | 407-789-4562 | [email protected] | 45 | 7/21/2018 | Pending Approval | Button to edit provider |
| Jimbo Jones | 407-789-4562 | [email protected] | 4 | 9/18/2017 | Approved | Button to edit provider |
| Lawrence Bell | 407-789-4562 | [email protected] | 34 | 3/21/2018 | Pending Approval | Button to edit provider |
| Peter Hall | 407-789-4562 | [email protected] | 34 | 7/21/2018 | Pending Approval | Button to edit provider |
| Justin Case | 407-789-4562 | [email protected] | 76 | 3/21/2018 | Approved | Button to edit provider |
| Mike Hunt | 407-789-4562 | [email protected] | 89 | 7/21/2018 | Pending Approval | Button to edit provider |
| Albert Incan | 407-789-4562 | [email protected] | 7 | 3/21/2018 | Approved | Button to edit provider |
| Harold Butts | 407-789-4562 | [email protected] | 6 | 7/21/2018 | Denied | Button to edit provider |
