Search results by user ID 5832

Recurring Invoices? What would I do if.....

Michael — Thu, 17 Jan 2013 19:01:57 GMT

I am wanting to create a work order that has a status of "is waiting on someone else" In my case I am waiting for "Ol Man Winter" or Jack Frost". The problem is that I need to have a new work order ready and available whenever I complete a route so I can process Time Cards to them. Preference is a "recurring" work order that is not triggered by a date but triggered by the original Work Orders being scheduled or completed. The idea is that I can assign the work orders on Monday when it snows and have another set ready for Tuesday (or Monday Night if its bad enough) How hard would it be to trigger another occurrence of the Work Orders on a route by changing the status of those that "were waiting on someone else" to in progress?

Mike

Re: Changing Job Site on Work Order

Michael — Thu, 17 Jan 2013 14:29:19 GMT

Just ot let you know that my daughter has solved this at the quickbooks level by creating jobs for each new address a customer may have. This works perfect in Method as I call up the customer and choose the address. There is a bonus that all work at each property is easily seen.

Mike

Re: Feild Services>work order list> Printing route list

Michael — Thu, 17 Jan 2013 14:25:13 GMT

I too am aiming to use Route lists in my business. I have added several routes and have began the process but I have no way of filtering to see these routes.

I have so far not entered an work order for any of our regular winter lists. These lists are generated by weather and not by a regular schedule (not per se recurring) I would love to be able to view a list at the end of a snow day. I would then check off the customers (wo's) on the list done by each crew, assign these work orders to that crew and then enter the job costing pre crew. Any ideas

Mike