How To Sign Kentucky Banking Work Order

How to industry sign banking kentucky work order

there are multiple ways of entering a new task you can do it from a mobile device you can do it from the majority of screens within the service program you can also do it from our schedule view which looks like outlook you can also click on task entry customer parent and customer refer to QuickBooks customer lists if you don't use QuickBooks that's fine you can still use our software as I start typing it'll find the customer that I'm referring to automatically I can also select the customer from the drop-down whenever I select a customer I can program customer alerts so every time I select Kristy Abercrombie through the whole software this note pops up shows me that she owes four hundred and eighty-two dollars the next most important thing is tasks type why are they calling you this gives you a way of running reports based on call volumes for your company whenever I select a task type I can script the call which means a series of questions will appear for someone in your office whoever's taking the call to ask the customer so you just put the answers right here it's a great way of getting as much information from the customer that you can before you let them off the phone task description this is visible to the customer which means when you enter something in this field it can be emailed or texted to the customer it'll also appear on the invoice and it can post to QuickBooks tasks specific notes is a great way of chronicling the call meaning if you have to order parts or you're waiting on a call back from a customer things like that when you complete a task you have to put in what you did you have to put a resolution in the guys in the field when they complete a task they have to put something in the resolution field that is also visible to the customer so it can be texted emailed etc if you have our online component customer portal component customers can view this information online as well authorized by who's authorizing the work Pio number if you enter a Pio number in this field it will appear in the Pio number field on the invoice in QuickBooks assigned to typically people will assign this to a department so maybe I assigned to the service department and right now I may not know who I'm going to dispatch to do the work so I'll leave this sub assigned field blank call concerning this field is typically used for complaint calls and rework your guy was just here to do something he didn't do a good job you got to come back out and fix it other things you can do from here you can do line items this is your QuickBooks item list so I can select an item if I know what I'm going to use prior to going out there that will appear on the mobile devices most of the time you don't know what you're going to use until you get on site so you're come your route text and your service tax can enter line items in the field other things you can do if you click on equipment you can select which equipment your you're going to repair all these fields are customizable if it's a reoccurring task like an annual filter change or a p.m. or something you can set it up to reoccur on some frequency images if I allow my customers to create work orders from our website they can attach up to three pictures of the problem and that will appear on the task also if my tech has to go to Lowe's or somewhere like that to fix pick up some parts I can create a bill or he can enter a bill on his mobile device and that will go right into QuickBooks as a bill for Lowe's for instance and this creates a great way of job costing certain jobs save this task simply hit close if I had tax during email set up for this employee it will text or email this employee