Including Additional Items in the Work Order Claim Check Total

• Related Articles

• Edit the Work Order Claim Check Disclaimer

  Go to Office > Back Office Settings > Work Order Settings > Claim Checks Edit and format the Claim Check Disclaimer field as needed; click Update to save your changes.

• Sell a Completed Work Order

  When a work order is complete and is ready to be closed, you must sell the work order. This will move any open balance of the work order to be paid into Point of Sale, deliver any associated inventory to the customer, and update the work order's ...

• Print a Claim Check When Selling a Work Order

  The copy of the claim check that prints as you sell (close) a work order is called a Post Work Order Summary. To turn this on or off, and to decide what to include, go to Office > Back Office Settings > Work Order Settings > Claim Checks.

• Using the Work Order Builder

  The Work Order Builder allows you to: Create, close, and sell a work order all from one screen almost simultaneously, or Quickly create a work order that will remain open 1. Bring the customer up in Point of Sale. 2. Click the Work Order icon beneath ...

• Create a New Work Order - Video

  When a customer brings equipment in for repair, service, inspection, or maintenance, you want to create a work order to track that service. This not only allows you to follow the service process, but it updates the equipment service history in the ...