Course curriculum
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Step 1 : Create Customer
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Step 2 : Create a New Model
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Your Turn: Check-In a Customer
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Step 1 : Create an Easy Work Order
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Step 2 : Add Parts to an Easy Work Order
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Step 3 : Add Labor Tasks
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Step 4 : Edit Time and Technician on Work Order
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Your Turn: Create a Work Order
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Types of EWO
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Improved and Optimised accounts handling for all service transactions
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Cancellations or Reverals at Current date
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Warranty Claim cancellation
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Existing Open EWO for Unit Validation
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Tracking Back orders from EWO made easier.
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Work Order Summary Report
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Multiple Deliveries
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WIP Functionality
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Service Package
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Wtracker - Demo Task Tuner
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Multiple claims in Warranty Orders
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Work Order Setup
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SS feature - New Additions
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BP Details and Remarks pop up message on EWO
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Step 1 : Generate Backorder Purchase Request from Parts Sales Order
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Step 2 : Create a Backorder for Other Charges
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Step 3 : Complete a Work Order and Create an A/R Invoice
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Step 4 : Create Return from Customer After Payment Received
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Your Turn: Complete and Invoice a Work Order
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Step 1 : Create a Non-Chargeable Work Order
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Step 2 : Create a Warranty Work Order
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Step 3 : Create an Internal Work Order
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Your Turn: Other Types of Work Orders
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Step 1 : Create Warranty Supplier
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Step 2 : Create a Task Code
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Step 3 : Create a Job Code
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Your Turn: Service Administration
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About this course
- Free
- 36 lessons
- 2.5 hours of video content