Course curriculum

    1. Step 1 : Create Customer

    2. Step 2 : Create a New Model

    3. Your Turn: Check-In a Customer

    1. Step 1 : Create an Easy Work Order

    2. Step 2 : Add Parts to an Easy Work Order

    3. Step 3 : Add Labor Tasks

    4. Step 4 : Edit Time and Technician on Work Order

    5. Your Turn: Create a Work Order

    1. Types of EWO

    2. Improved and Optimised accounts handling for all service transactions

    3. Cancellations or Reverals at Current date

    4. Warranty Claim cancellation

    5. Existing Open EWO for Unit Validation

    6. Tracking Back orders from EWO made easier.

    7. Work Order Summary Report

    8. Multiple Deliveries

    9. WIP Functionality

    10. Service Package

    11. Wtracker - Demo Task Tuner

    12. Multiple claims in Warranty Orders

    13. Work Order Setup

    14. SS feature - New Additions

    15. BP Details and Remarks pop up message on EWO

    1. Step 1 : Generate Backorder Purchase Request from Parts Sales Order

    2. Step 2 : Create a Backorder for Other Charges

    3. Step 3 : Complete a Work Order and Create an A/R Invoice

    4. Step 4 : Create Return from Customer After Payment Received

    5. Your Turn: Complete and Invoice a Work Order

    1. Step 1 : Create a Non-Chargeable Work Order

    2. Step 2 : Create a Warranty Work Order

    3. Step 3 : Create an Internal Work Order

    4. Your Turn: Other Types of Work Orders

    1. Step 1 : Create Warranty Supplier

    2. Step 2 : Create a Task Code

    3. Step 3 : Create a Job Code

    4. Your Turn: Service Administration

About this course

  • Free
  • 36 lessons
  • 2.5 hours of video content

Discover your potential, starting today