There are multiple ways that a Buyer can create a Service Order. First, you can create a Service Order from scratch. In order to do this, you would work through the Scope of Work tab, Additional Info tab, Parts tab, Providers tab, Pricing tab and Review tab entering all appropriate information needed for Service Order. After initially creating a Service Order from scratch, you can either Post the Service Order or save it in Drafts to use as a Template. Second, you can Create a Service Order by copying/editing from a Service Order you have saved as a Template in Drafts tab. Third, you can Create a Service Order by SKU. Both the Create a Service Order by Copying/Editing lesson and Create a Service Order by SKU lesson will refer occasionally refer you to any of the six original Create a Service Order lessons (i.e Scope of Work tab, Additional Info tab, etc.) for more information while editing.
- Create a Service Order Overview
- This provides the recommended outline for Create a Service Order course.
- Scope of Work Tab
- This Iesson explains how to create and edit the Scope of Work tab for your Service Order.
- When Creating a Service Order you will be able to select Service Categories and Tasks, enter Service Location, Contact Information, Service Overview, Terms & Conditions, and attach Documents and Photos from the Scope of Work tab.
- When Creating a Service Order by Copying and Editing or by SKU, sections on Scope of Work Tab will auto-populate with information from saved template Service Order Template.
- Refer to Company documents for specific information that needs to be added, edited or confirmed on Scope of Work Tab.
- Additional Info Tab
- This Iesson explains how to continue creation of a Service Order on the Additional Info Tab.
- When Creating a Service Order you will be able to able to add Primary and Alternate Service Location, Contact Information and Buyer Support Contact Information from the Additional Info tab.
- You can also choose a logo for the Service Order and add Custom References, which allow for easier searching.
- When Creating a Service Order by Copying and Editing or by SKU, sections on Additional Info Tab will auto-populate with information from saved Draft template or SKU.
- Refer to Company documents for specific information that needs to be added, edited or confirmed on Additional Info Tab.
- Parts Tab
- This Iesson explains how to add parts to your Service Order.
- When Creating a Service Order you will be able to indicate if Parts are required, and if so, whether they will be provided by Buyer, be at the service location or if they will be the responsibility of the Provider Firm from the Parts tab.
- You can enter manufacturer and model number for each part, any shipping information and/or you can let the Provider Firm know if he will need to pick-up the part.
- When Creating a Service Order by Copying and Editing or by SKU, sections on Parts Tab will auto-populate with information from saved Draft template Service Order.
- Refer to Company documents for specific information that needs to be added, edited or confirmed on Parts tab.
- Providers Tab
- This Iesson explains how to select Service Pros to route the Service Order.
- When Creating a Service Order all Service Pros in your area that match your search will display on Providers tab.
- You can filter Service Pros to find the best matches and select as many Service Pros as desired for routing.
- When Creating a Service Order by Copying and Editing may auto populate with selected Service Pros from template of Service Order.
- Refer to Company documents for specific information that needs to be added, edited or confirmed on Providers Tab.
- Pricing Tab
- This Iesson explains how to set Service Order pricing.
- When Creating a Service Order you will be able to set maximum labor and material prices from the Pricing tab.
- When Creating a Service Order by Copying and Editing or by SKU, sections on Pricing tab will auto-populate with information from saved Draft template Service Order.
- Refer to Company documents for specific information that needs to be added, edited or confirmed on Pricing Tab.
- Review Tab
- This Iesson explains how to review and post a Service Order.
- When Creating a Service Order you will be able to view all details of Service Order as the Provider Firm would see it, confirm that all details are correct and post Service Order from the Review tab.
- When Creating a Service Order by Copying and Editing or by SKU, sections on Review tab will auto-populate with information from saved template Service Order.
- Refer to Company documents for specific information that needs to be added, edited or confirmed on Review Tab.