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Service Tracking Implementation Module #3: Entering, Scheduling and Tracking Service
Service Ticket Entry
Quick Work Order Entry (3:42)
Work Order Entry from Subscriber (9:23)
Service Request & Work Order Terminology Discussion (2:34)
Service Scheduling
Click and Drag Service Scheduling (1:47)
Double Click on Calendar to Schedule Appointments (0:52)
Service Schedule Navigation (5:10)
Pending Work Order Grid On Schedule (7:53)
Using Color coding Status on the Schedule (0:55)
Edit a Work Order From the Calendar (0:44)
Scheduling from a Service Ticket (1:14)
Printing Work Orders and Technician Schedules
Printing Service Tickets (Work Orders) (3:57)
Technician Schedule Summary Print (1:12)
Closing & Billing Service Tickets
Completing a Work Order and Creating an Invoice (4:36)
Recurring Service
Recurring Service Entry (3:21)
Recurring Service Preview Report (1:56)
Running Auto Service (1:46)
Subscriber Service Data Entry
Service Tab on Main Subscriber (0:28)
Service Info Entry (4:15)
Service Reports
Open Service Request (0:59)
Work Orders Not Invoiced (1:04)
Eligible for Service Contract (1:13)
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Using Color coding Status on the Schedule
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