Working with 11-Service Receivables > 11-2 Work Orders, Invoices, & Credits > Service Routes and Contracts

Service Routes and Contracts

Regularly scheduled work, determined in the terms of the contract, is referred to a service route. A route might entail routine inspection, maintenance, or performance of work.

For instance, a street sweeping company sweeps the parking lots for local shopping centers every week. On Mondays and Tuesdays, the company sweeps lots on the north side of town. On Wednesdays and Thursdays, the company sweeps lots on the west side of town. And on Fridays, the company sweeps lots on the south side of town. The lots swept on each day represent a different route.

You can:

To create service routes:

1 Open 11-2 Work Orders/Invoices/Credits.
2 Click the View/Add records button next to the Route field in the Location and Dispatch tab.
a In the Service Route# cell, enter the route number.
b In the Route Name cell, enter a brief statement about the route.
3 Repeat step 2 for each route.
4 On the File menu, click Save.

Setting up service areas

Setting up service routes

Entering routes

Entering contracts

Entering locations on a work order

About shop notes and owner notes

Posting service routes

Posting service contracts

More resources

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