A service job is a job card for a customer's equipment: the problem, the technician, the times and the status. It books nothing; a sales order made from it carries the billing.
A business that repairs or services customers' equipment (vehicles, machines, appliances) records each piece of work as a service job. The page is titled Service Assignment Details (menu Service job card). A job holds the customer, the equipment, the problem the customer reported, the technician, the job's opening and expected closing times, its priority and its status. The job itself does not touch the customer's account or the stock; the billing is done on the order and invoice made from it.
Record a job
1
Choose Add
Who
Sales clerk
Where
Service Assignment Details > Add
What changes
The job form opens. The job gets its number when saved.
2
Find the customer's equipment
What changes
Search by customer or machine number (Search customer equipment). The equipment's details (Vehicle No, Engine no, Chassis/Frame no, model, colour, Odometer (km)) come in. A new piece of equipment is added from the job.
3
Describe the work
What changes
Job date, Priority, Service type, Technician, Job opening time, Expected closing time, and the Problem (add as many as the customer reports).
4
Save
What changes
The job is saved and shows in the list with its Status. When the work is finished, close it with the Closed time.
From a job to a bill
On the job use Create Sales order: it opens a Take a sales order linked to the job, so the parts and labour are ordered, delivered and invoiced in the normal way (Raise a sales invoice). On a sales order, Service job references find brings in an existing job.
Annual maintenance and reports
A job's equipment can carry Annual maintenance information (Booklet no, Start Date, End date, AMC amount, Renew amount). The screen has an AMC report, a DSR Report (the jobs, vehicle details and sales of the service centre) and a Machine history report you can print for one piece of equipment.
