Including Additional Items in the Work Order Claim Check Total
Go to Office > Back Office Settings > Work Order Settings > Configuration > Claim Check Settings to turn this option off or on.
If off, products on a work order will not be included in the total due on claim checks.
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Sell a Completed Work Order
When a work order is complete and is ready to be closed, you must sell the work order. This will move any open balance of the work order to be paid into Point of Sale, deliver any associated inventory to the customer, and update the work order's ...
Edit the Work Order Claim Check Disclaimer
Go to Office > Back Office Settings > Work Order Settings > Claim Checks Edit and format the Claim Check Disclaimer field as needed; click Update to save your changes.
Print a Claim Check When Selling a Work Order
The copy of the claim check that prints as you sell (close) a work order is called a Post Work Order Summary. To turn this on or off, and to decide what to include, go to Office > Back Office Settings > Work Order Settings > Claim Checks.
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Create a New Work Order - Video
When a customer brings equipment in for repair, service, inspection, or maintenance, you want to create a work order to track that service. This not only allows you to follow the service process, but it updates the equipment service history in the ...