1. Click "Product & Services"
2. Click "Scheduled Services"
3. Click "+ Scheduled Service"
4. Select the appropriate client
5. Choose any site ( You can choose multiple sites later)
6. Click "Continue"
7. Remove the multiplier line item
8. Click "Save & Continue"
9. Click "+ Add scheduled services
10. Select "Equipment, maintenance & inspection"
11. Click "Continue"
12. Choose New Agreement
13. Click "Continue"
14. Choose "Invoice based from completed work order"
15. Choose Separate invoice, separate work order
16. Click "Continue"
17. Choose one invoice per site
18. Click "Continue"
19. Now you can select all sites that apply to the agreement
20. Click "Continue"
21. Select the check box to apply all sites then choose "+ Bulk assign services"
22. Click "Service to Work Order and Invoice"
23. Choose your required service
Click here:
24. Click "SUBMIT"
25. Click "ASSIGN THE VENDORS ASSOCIATED"
26. Click "SAVE"
27. Click "Bulk Schedule Work Order Frequency"
28. Select your date range
29. Select your priority. If you select "Use priority for ETA/ETC" it will pull from your predefined priorities within workflow settings
30. Click "Continue"
31. Select "+ Bulk Set Up Scheduled Invoices"
32. Click "Continue"
33. Here you can define your Invoice frequency. Note - You have the ability to define tax exempt
34. Click "Continue"
35. Now you can review your invoices set to be generated. Next hit "continue" and then "save & exit
36. Each drop down will show you the corresponding information
37. Click "Continue"
38. Click "Continue"
39. Click "UtilizeCore"
