SME - Service & Install Module

SME - Service & Install Module

• 1 Service and Install Module Overview
• 2 Create a New Service or Install Order
  • 2.1 Details and Settings Tab - Orders
  • 2.2 Work Requested
  • 2.3 Order Items
  • 2.4 Item Repair
  • 2.5 Totals Tab - Orders
  • 2.6 Rates and Assignments -orders
  • 2.7 Stored Documents - orders
  • 2.8 Activities tab - orders
• 3 Print Service or Install Order
• 4 Check Available Stock for Material On Orders
• 5 Closing an Order
• 6 Customer Information Tab - orders
• 7 Taxes tab - order
• 8 Invoicing an Order
• 9 Creating Order Templates
• 10 Projects
  • 10.1 Adding Orders to a Project
  • 10.2 Project Tab Overview
• 11 Recurring Order
  • 11.1 Create a Recurring Order
  • 11.2 Processing a Recurring Order
  • 11.3 View Recurring Order History
• 12 Prepaid Services and Hours