How To Set Up Scheduled Services without Invoice Auto-Generation Against Work Order

Step 1

1. Select Client Name
2. Select one (1) site from Site Name
3. Select ‘Equipment testing, maintenance, and inspection’ as Agreement Type
4. (optional) Customer PO# - will be applied to all invoices
5. Custom ID – name of the Scheduled Service
6. (optional) Department 
7. Select ‘Continue’

Step 2

1. Select ‘New Agreement’
2. Select ‘Continue’

Step 3

1. Select ‘Invoice based from completed work order’
2. Select ‘Continue’

Step 4

1. Select Sites
2. Select ‘Continue’

Step 5

1. Select month and date contract starts and ends
2. Select ‘Continue’

Step 6

1. Select ‘Check Box’
2. Select ‘+ Bulk Assign Services’

• Note if more than 10 sites exist select ‘Select all the 11 Sites and their Scheduled Recurring Work Orders’

Step 7

1. Select ‘+ Service to Work Order and Invoice’

Step 8

1. Select service type from Service Name – Rates and Vendors will be pull from the Service Rates w/in Product & Service > Rates & Assignees > Per Service
2. Select item from Select/Add Generic Item Name
3. Select ‘Continue’

Step 9

1. Select ‘ASSIGN THE VENDORS ASSOCIATED’ to assign Vendors and Vendor Rates
2. Select ‘Continue’

Step 10

1. Select ‘+ Bulk Schedule Work Order Frequency’
2. Select ‘Continue’

Step 11

1. Select month and date work orders starts and ends
2. Select ‘Continue’

Step 12

1. Update the Client Billing Method and Client Billing to ‘Per Service’
2. (optional) To select a Call Type and/or Problem Type
3. Select priority w/in the Priority field
4. Select ‘Continue’ 

Step 13

1. De-Select any month(s) where a work order should not generate
2. For each month by default ‘Generation Date/Time’ = 1^st day of month, ‘Estimated Start Date/Time’ = 3 days from end of month, and ‘Estimated End Date/Time’ & Expiration Date/Time’ = last day of the month. Changes can be made, by month, by select into the month underneath ‘Year 2025’
3. Select ‘Continue’

Step 14

1. Select ‘Continue’

Step 15

1. Select ‘Activate’

• Note - selecting ‘Save and exit’ will not activate the Scheduled Service

Step 16

1. Select ‘Save’

Step 17

1. (optional) Navigate to Scheduled Services, Select ‘Current’, and filter by the Scheduled Services Number.

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