Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.
| 1 | Open 11-2 Work Orders/Invoices/Credits. |
| 2 | On the Location tab: |
| a | In the Location text box, enter the location. |
| b | In the Address 1, Address 2, City, State, and Zip text boxes, enter the address. |
| c | In the Contact text box, enter the name of the person to contact at the location. |
| d | In the Cross text box, enter the nearest cross street. |
| e | In the Map text box, enter the map coordinates. |
| f | In the Phone# text box, enter the telephone number of the location. |
| g | In the Priority list, click the priority you want to assign the record. |
| h | In the Service Area text box, enter the service area. |
| i | In the Salesperson text box, enter the employee managing the sale. |
| j | In the Technician text box, enter the technician performing or managing the work. |
| k | If the work is part of a route, in the Route text box, enter the route number to which you are assigning the work. |
| 3 | If the record is part of a service contract or route: |
| a | In the Contract text boxes, enter the beginning and ending dates. |
| b | In the Next Bill text box, enter the date when to next bill the client. |
| 5 | Under Date/Time: |
| a | In the First Call text box, enter the date when you received the call. In the Second Call text box, enter the time when you received the call. |
| b | In the first Dispatch text box, enter the date when you dispatched the call. In the second Dispatch text box, enter the time when you dispatched the call. |
| c | In the first Scheduled text box, enter the date when the work is to be performed. In the second Scheduled text box, enter the time when the work is to be performed. |
| d | In the first Start text box, enter the date when the actual work begins. In the second Start text box, enter the time when the actual work begins. |
| e | In the first Finish text box, enter the date when the actual work is completed. In the second Finish text box, enter the time when the actual work is completed. |
| f | In the Estimated Hours text box, enter the estimated number of hours necessary to complete the work. |
| g | In the Actual Hours text box, enter the actual number of hours necessary to complete the work. |
| 6 | In the grid, for each employee, for each day worked: |
| a | In the Employee cell, enter the employee number. |
| b | In the Equipment cell, enter the equipment number of equipment used on the service call. |
| c | In the Priority cell, enter the priority number reflecting the need for the employee. |
| d | In the Scheduled Date cell, enter the date when the employee is scheduled to begin. |
| e | In the Scheduled Start cell, enter the time when the employee is scheduled to begin. |
| f | In the Scheduled Finish cell, enter the time when the employee is scheduled to finish. |
| g | In the Scheduled Hours cell, enter the estimated number of hours necessary to complete the work. |
| h | In the Completed Date cell, enter the date when the work is completed. |
| i | In the Actual Start cell, enter the time when the actual work begins. |
| j | In the Actual Finish cell, enter the time when the actual work is completed. |
| k | In the Actual Hours cell, enter the actual number of hours necessary to complete the work. |
| l | In the Billed Date cell, enter the date when you billed for the work. |
Tip: The Payroll Records window uses service orders to create timecards. Sage 100 Contractor looks at the grid on the Dispatch tab for the date work is completed and the actual number of hours worked.
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Entering invoice details for service calls About controlling billing amounts with markups and overrides |
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