E-00 Intro to Work Orders

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In this video, we're going to talk about some important concepts with regard to work orders. Work orders are very important as they are what drives the schedule and the billing of your system. So it's really important to understand what they are and how they're going to work with regard to the system.

Anything that you want to bill or anything you want to put on the schedule or both requires a work order. So there are two different types of work orders. There's one-time and occurrences, and we'll explain those in more detail.

A one-time work order you would use for anything that happens exactly that, one time. So for example, for a concierge visit, if you're going to meet a plumber there to fix the leaking sink, leaking faucet, you would use a one-time work order in that case. It happens once and it's done.

Any other kind of one-time occurrences, like you're going to go pick up the mail at the post office for them and forward it, it's a one-time. It's something that just happens once and doesn't repeat on a regular basis. The other type is an occurrence, and an occurrence also has what's called a series.

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So just to define that, the series you can think of as the template that creates the different occurrences. Let's do a quick analogy and think of a TV show like Seinfeld or Friends. That would be a series.

Seinfeld is the series, Friends is the series. And each individual episode of that series is an occurrence of that series. So that's how the system works here with HomeWatch IT, is that first we have a series, and you can see we have a series here for a weekly home visit.

And again, anything that's going to repeat, you would create with a series, whether it's a weekly home visit, a bi-weekly home visit, a quarterly air filter change. In this example, we're going to look at a weekly home visit. So we create that series.

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What happens then is it creates different occurrences. So let's say the first occurrence is on June 1st, the next one would be on June 8th, the next one on June 15th, and so on on a weekly basis until you tell it to stop. Or you can have that continue forever, and the system would automatically keep creating occurrences on a weekly basis until you tell it at some point in the future to stop.

So it'll go all the way through. In my case, we went all the way through to December 31st. So now we've basically created weekly occurrences that are part of that particular series.

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The system allows you to create series on a very flexible frequency basis. As you can see, you've got daily, weekly, bi-weekly, semi-monthly, monthly, quarterly, annual, and you can put any ad hoc dates in there as well. So with all of these different flexibilities, and daily, for example, can be every x days.

So if it's every three days or every two days, you can do that as well. This will all be covered when we do our series creation video. So please take time to watch the next two videos that talk about one-time work order creation and series work order creation, as those are very important in making the system function properly for you.

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We'll see you in the next video. Thank you.