Work Orders & Series / Scheduling

Assigning Vendors and Vendor Bills to Work OrdersHi. One of the new features in version 3 is the ability to put in vendor bills at the same time that you do your work orders. This is a great way to be abl

Flagging a Work Order for an expected vendor billIf a Route Technician wished to notify the Admin that a vendor bill is to be expected at a later date, which applies to a particular Work Order, you have t

E-00 Intro to Work OrdersIn 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 sch

Full Text Search on Work OrdersYou can search all Work Orders for specific terms. For example, you know that there was a Work Order for repairing the faucet at the Brower property, but y

E-01 One-Time Work OrdersIn this video, we're going to look at one-time work orders. This is more of an intro to entering work orders. So we'll cover things on a pretty generic bas

How to shift a Series’ Occurrences using the Slide featureSometimes you may wish to change all future Occurrences of a Series by a set number of dates. For example, the client is telling you they are leaving a few

Cloning Work OrdersIf you have a Work Order (OneTime or Series) that you wish to duplicate for multiple clients, you can use the “Clone” feature to easily copy the Work Order

E-02 Recurring Work Orders and SeriesIn this video, we're going to talk about series entry. So if you don't know what a series is, please go back and review the Intro to Work Orders video just

E-03 The Work Order List and Bulk ActionsThere is a lot of power to the system. It's available to you with a few simple keystrokes. And this video is going to cover a lot of that for you that you'

E-04 Series Best PracticesSo the whole idea is what is a series and why do we use it? So the easiest way to think of a series is it's basically your template that you're going to us

2/1/22 - Webinar - Using the "Multi Series Extend" screen to easily manage seasonal clientsAll right, everyone. Thank you. Actually, let me do this. I'm going to go ahead and put it on mute. Okay. If you're new to these, just so you know, I usual

Using the WO Calendar and WaitlistHi, in this video we're going to take a look at the calendar and how to waitlist work orders. So first we'll start with just looking at the calendar itself

Optimizing Your Route by Shortest DistanceRoute optimization is built into the product (rather than using an external website) and the calculated route sequence is now saved and usable by you and y

08/03/21 - Webinar - Best Practice for using Work Order InstructionsAll right, and I can see on my other side that you can see my screen this time, so that's a good thing. So, I wanted to thank everyone for attending tonigh

Send an email directly from the Work Order screenThe capability to send emails directly from the Work Order screen can make it very simple and flexible to send out confirmation or follow-up emails at the

Grid Lists - Flexible and Powerful!Throughout our Home Watch Application for Method, we use Grid Lists to display information as well as give you a large amount of power and flexibility to l