Service Agreements - Scheduling
Use the Scheduling tab to add a work order, link to a work order, decline service, or edit a contract.
You can open the Scheduling tab from the Service Agreements screen.
Use the sorting options and search fields to find a specific contract or service agreement.
The fields on the Scheduling tab are:
| Field | Description |
|---|---|
| Contract | The contract number. |
| Scheduled | The date the work is scheduled. |
| Hours | The unit's hour meter interval that the work is scheduled to be performed. |
| Description | A brief description of the job code. |
| Stock Number | The unit stock number. |
| Make/Model |
The manufacturer of the unit. The model number on the unit. |
| Customer Name |
The customer's name. If the customer name is listed as **In Stock** this indicates that the stock for this contract is store inventory (e.g. part of your Rental Fleet). |
| Map Book Sort | The contract's map book sort code. |
Move the cursor over a Contract number and select one of these options from the pop-up menu:
-
Add Work Order/Request—to add a work order or job request.
-
Link to Work Order—to link a contract to a work order.
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Postpone Service—to add a comment and postpone the service.
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Decline Service—to decline service on a contract.
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Mark Completed—to mark the contract as completed.
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Edit Contract—to edit a contract.
Click on a description in the Description field to open the Job Code Details screen.
Click on a stock number in the Stock Number field to open the Equipment Profile screen.
Click on a customer name from the Customer Name field to open the Customer Profile screen.
Click Close to complete your work on the Scheduling tab.