Live work orders
| Schedule Date ↕ | Company ↕ | Address ↕ | Apt# ↕ | Appliance ↕ | Special Instruction ↕ | Complaint ↕ | Technician ↕ | Status ↕ | Completed Date ↕ | Invoice # | Invoice Status |
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Sign in to live operations data.
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| Schedule Date ↕ | Company ↕ | Address ↕ | Apt# ↕ | Appliance ↕ | Special Instruction ↕ | Complaint ↕ | Technician ↕ | Status ↕ | Completed Date ↕ | Invoice # | Invoice Status |
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Company and building determine the correct location and rate card.
This puts the job back on office's list as "Waiting for Reschedule" - it does not mark it complete or cancel it.
Complete this work order by describing the work performed and any stock parts used.
The office will review the request, choose the supplier and place the order.
Office purchasing: select the supplier, record the quote or PO, and update delivery status.
Store parts supplier and vendor contacts for office purchasing.
Each location gets its own order email - office picks the right one when ordering parts.
Parts kept on hand and issued to technicians directly, without ordering from a supplier.
Login account, department and role are set here. The employee changes their temporary password after first login.
Create the client / contract company first, then add its building and fixed rates.
All three amounts are fixed rates for this individual building.
Add a choice for use on new work orders.
Add a choice for use on work orders and parts stock.
Pick which report you want to generate.
Export a company's (or every company's) invoices for a date range, to email a client or upload to their portal.
Completed work orders, revenue, average completion time and time tickets filed, per technician, for a date range.
Pick a company (or leave it blank for every company) and a date range, then download the report to email a client or upload to their portal.
Pick a technician (or leave it blank for every technician) and a date range, then download the report.
Jobs, revenue, technician performance and unpaid invoices at a glance.
Manage the records and access used by your operations team.
Create technicians and office staff with department and role.
Add or edit client / contract companies.
Add or edit buildings and their fixed rates.
Maintain the appliance choices used on new work orders.
Maintain the brand choices used on work orders and parts stock.
Store contacts for parts purchasing and review incoming requests.
Parts kept on hand and issued to technicians directly, without ordering from a supplier.
Invoices are created automatically when a work order is completed. Set the tax rate applied to new invoices here.
Checking connection…
"Connect" is a one-time admin login to RingCentral - log in as the extension that receives outside calls (647-362-9260). "Enable Alerts" subscribes that line's calls and SMS to this app - RingCentral expires this after 7 days, so re-click it if alerts stop.
Ask a technical/repair question - general troubleshooting help for any appliance, not tied to a specific work order.
Office view - read only.