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WORK ORDERS/ WORK
ESTIMATES |
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The
Work
Order/Estimate
is
broken
into
various
areas,
similar
to a
manual
work
order.
The
screen
is
divided
into
sections
(tabs)
to
help
you
organize
your
work
orders/estimates.
These
sections
are
identical
in
both
the
estimate
and
the
Work
Order.
They
include: |
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Customer, Vessel and Engine/ Trailer sections
Contains customer and billing information and a section
for vessel, engine and trailer information.
The customer and the vessel information is
automatically brought in
from the Customer File, or it can be added to the
Customer File on the fly when the work order or estimate is created.
Problem section
The problems tab allows you to enter problems and notes
described by the customer. Problem tables are
available for consistency and
speed. |
[Click to enlarge] |
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Parts section
Inventory Parts needed for the job are entered in this
section. They can be typed-in, picked from the inventory
table, picked from the price books or from the
cross-reference file.
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[Click to
view a Sample Work Order]
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Labor section
Enter the Labor for your work order or estimate in this
section, or pick labor codes from the customizable Flat Rate
Labor Tables included in your MShop program.
Miscellaneous section
Use the Miscellaneous section to enter special credits or
non-inventory sales like coupon discounts, delivery fees,
storage fees, etc.
Outside Labor section
Outside Labor is separated from the in-house labor to make
it consistent with most manual work order systems. There are
no tables associated with Outside Labor. The records are
entered manually.
Fuel, Oil and Grease section
Fuel, Oil & Grease is picked from the Inventory File and
they are tracked like regular inventory items, however, they
have their own section in the work order and estimate.
Total Amounts section
Use the Total Amounts section to quickly review the charges
and sales.
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