Work Order 12345 / Assigned / Not Scheduled / Creation Date
Customer Information
| Customer | John Doe | 865-489-9874 | [email protected] | Button to view customer |
| Location | 748 N 4th Ave | Knoxville | TN | 31917 |
Work Order Information
| Work Order Type | Work order type name |
| Description | Description |
| Created Date | Date Created |
| Special Instructions | extra information |
| Additional Fields | order specific information | Additional Fields | order specific information |
| Additional Fields | order specific information | Additional Fields | order specific information |
| Additional Fields | order specific information | Additional Fields | order specific information |
| Additional Fields | order specific information | Additional Fields | order specific information |
Appointment
| Appointment Status | Appointment Type | Date | Time Frame | Options |
|---|---|---|---|---|
| Scheduled/Not Scheduled/Reschedule Needed | Initial Visit/Return Visit/etc. | Date of service | time frame or service | button reschedule/remove |
Work Order Assignment
Provider Assignment
| Assignee | Phone | Options | |
|---|---|---|---|
| Bob Robert | 865-798-9849 | [email protected] | Button to re-assign/un-assign |
Service Manager Assignment
| Assignee | Phone | Options | |
|---|---|---|---|
| Mary Jane | 855-773-1193 | [email protected] | Button to re-assign/un-assign |
Status: Schedule Date Needed
Age: 1 Day 7 Hours 32 Minutes 22 Seconds
Assignment Status: Assigned
Appointment Status: Not Scheduled
Last Touch: Mary Jane
Compliance Status: Compliant
Recent Activity:
Mary Jane-Updated Part Status
Mary Jane-Called provider LMOM
Bob Roberts- Accepted Order
I have included screen shots for each desired action. this section will not need a separate window for each action.
Adding Notes
Send Email
Log Activity
Add Task
Send SMS
Work Order Bidding
| Provider | Provider Phone Number | Provider Email | Provider Bid | Client Price | Client Bid | Provider Cost | Status | Margin | Options |
|---|---|---|---|---|---|---|---|---|---|
| Bob Roberts | 456-789-9874 | [email protected] | $95 | $118.75 | Provider Bid | $23.75 | Edit Button | ||
| William Roberts | 123-456-6541 | [email protected] | Available | Edit Button | |||||
| John Snow | 321-654-9852 | [email protected] | $85 | $106.25 | Provider Bid | $21.25 | Edit Button | ||
| Jimbo Jones | 654-987-9632 | [email protected] | $90 | $112.50 | Provider Bid | $22.50 | Edit Button | ||
| David Reckham | 123-654-8521 | [email protected] | $100 | $80 | Connected | $20.00 | Edit Button |
Work Order Accept/Reject
| Provider | Provider Phone Number | Provider Email | Status | Conditions | Conditional Amount | Conditional Status | Approved By | Options |
|---|---|---|---|---|---|---|---|---|
| Bob Roberts | 456-789-9874 | [email protected] | Conditional Accept | Will accept with Mileage | $20 | Approved | Mary Jane | Edit Button Accept/Reject |
| William Roberts | 123-456-6541 | [email protected] | Rejected | Edit Button Accept/Reject | ||||
| John Snow | 321-654-9852 | [email protected] | Available | Edit Button Accept/Reject | ||||
| Jimbo Jones | 654-987-9632 | [email protected] | Conditional Accept | Additional Funds | $35 | Denied | Edit Button Accept/Reject | |
| David Reckham | 123-654-8521 | [email protected] | Viewed | Edit Button Accept/Reject |
Work Order Quote
| Provider | Provider Phone Number | Provider Email | Status | Notes | Quote Amount | Approval Status | Approved By | Options |
|---|---|---|---|---|---|---|---|---|
| Bob Roberts | 456-789-9874 | [email protected] | Quote Submitted | $120 | Approved | Mary Jane | Edit Button Approve/Deny | |
| William Roberts | 123-456-6541 | [email protected] | Not Interested | Edit Button Approve/Deny | ||||
| John Snow | 321-654-9852 | [email protected] | Available | Edit Button Approve/Deny | ||||
| Jimbo Jones | 654-987-9632 | [email protected] | Quote Submitted | $135 | Denied | Edit Button Approve/Deny | ||
| David Reckham | 123-654-8521 | [email protected] | Viewed | Edit Button Approve/Deny |
Provider Q&A
Here providers can ask questions about the potential work order.
- Provider question- Is the product in the room it will be assembled in?
-Answer- Yes
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.
Deliverables
| Name | Type | Status | Upload Date | Uploaded by | Review Status | Review Date | Reviewed by | Options |
|---|---|---|---|---|---|---|---|---|
| Signed Work Order | Form | Pending | Button to edit/upload | |||||
| Completed Product Photo | Image | Completed | 9/13/2018 | Bob Roberts | Approved | 9/14/2018 | Mary Jane | Button to edit/upload |
Assets
| ID | Name | Type | Description | Operational Status | Location Status | Factory Warranty Status | Extended Warranty Provider | Extended Warranty Status | Serial Number | Model Number | Options |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 123456 | Washer | Appliance | Maytag washer | Broken | Customer Location | In-Warranty | Square Trade | In-Warranty | 8008491108001064 | MAY458935 | Button to edit |
Parts
| Name | Desciption | Status | Tracking Number | Estimated Ship Date | Estimated Delivery Date | Serial Number | Options |
|---|---|---|---|---|---|---|---|
| Drum Motor | Repair Instructions for part installation | Shipped | w85485990-79 | 9/12/2018 | 9/17/2018 | 876960-786 | Button to edit/view/export/delete |
| Pulley | picture of part | Back ordered | q323423424-22 | 10/15/2018 | 10/20*2018 | 97667899876 | Button to edit/view/export/delete |
Attachments
| Name | Type | Desciption | Options |
|---|---|---|---|
| Instructions | Repair Instructions for part installation | Button to edit. view/export/delete | |
| Picture | Image | picture of part | Button to edit. view/export/delete |
Invoices
| ID | Creation Date | Due Date | Status | Amount Billed | Amounted Credited | Balance | Cost | Margin | Options |
|---|---|---|---|---|---|---|---|---|---|
| 12352 Click the number to go the invoice | 9/12/2018 2.25pm | Open | $275.00 | $0.00 | $275.00 | $200.00 | $75.00 | Button to edit/view/export/email |
Provider Payout Details
| Provider | Payout Total | Payout Method | Payout Terms | Payout Date | Transaction ID | Work Order ID | Options |
|---|---|---|---|---|---|---|---|
| Bob Roberts | $150 | ACH | 1 Week | 9/21/2018 | 123456 | Button |
Provider Claim
| Submitted by | Submitted Date | Claim Amount | Status | Reviewed by | Work Order ID | Options |
|---|---|---|---|---|---|---|
| Bob Roberts | 9/15/2018 | $150 | Reviewed | Mary Jane | 123456 | button to edit |
Change Orders
| ID | Type | Status | Requested Amount | Requested by | Request Date | Notes | Resolution | Resolution Date | Resolved by | Options |
|---|---|---|---|---|---|---|---|---|---|---|
| 17856 | Mileage Request | New | $40.00 | Bob Roberts | 9/13/2018 | This is 60 miles one way | Button to edit | |||
| 17857 | Toll Reimbursement | Completed | $10.00 | Bob Roberts | 9/13/2018 | Bridge toll | Approved | 9/14/2018 | Mary Jane | Button to edit |
Customer Review of Provider
| Customer | Date | Comment | Quality of Service | Cost | Punctuality | Professionalism | Schedule Availability | Options |
|---|---|---|---|---|---|---|---|---|
| Jane Doe | 9/14/2018 | Everything was great, Bob is the Best | 5 | 5 | 5 | 5 | 5 | Button to edit |
Customer Review of Service Manager
| Customer | Date | Comment | Quality of Service | Professionalism | Availability | Timeliness | Knowledge | Options |
|---|---|---|---|---|---|---|---|---|
| Jane Doe | 9/14/2018 | Everything was great, Mary Jane is the Best | 5 | 5 | 5 | 5 | 5 | Button to edit |
Provider Review of Customer
| Provider | Date | Comment | Overall Rating | Options |
|---|---|---|---|---|
| Bob Roberts | 9/14/2018 | Pleasant Customer, let me work without interruption | 5 | Button to edit |
Provider Review of Service Manager
| Provider | Date | Comment | Helpfulness | Punctuality | Professionalism | Availability | Options |
|---|---|---|---|---|---|---|---|
| Bob Roberts | 9/14/2018 | Everything was great, Mary Jane is the Best | 5 | 5 | 5 | 5 | Button to edit |
Service Manager Review of Provider
| Service Manager | Date | Comment | Quality of Service | Punctuality | Professionalism | Schedule Availability | Options |
|---|---|---|---|---|---|---|---|
| Mary Jane | 9/14/2018 | Everything was great, Bob is the Best | 5 | 5 | 5 | 5 | Button to edit |
Prospects
| Select | Name | Company Name | Phone Number | Status | Solicitation Status | Added by | Options | |
|---|---|---|---|---|---|---|---|---|
| Check Box | John Hall | Hall n oats | 4569877412 | [email protected] | Prospect | Sent | Mary Jane | Button; edit |
| Check Box | Hal Johnson | Hal's AI service | 7894562194 | Prospect | Not Sent | Mary Jane | Button; edit | |
| Check Box | Jack Ball | Jack's Assembly | [email protected] | Not Interested | Sent | Mary Jane | Button; edit | |
| Check Box | Brian Moffet | Moffet the go to guy | 4562137418 | [email protected] | Unresponsive | Sent | Mary Jane | Button; edit |
Prospect Communication
History
| Date | Activity | Description | User |
|---|---|---|---|
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
| 8/12/2018 | Activity Type | Description of the activity that occurred | User that performed activity |
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