From Statement of Work Details Screen:

Statement of Work Information

1. Type:

• The statement will auto change to a status of Pending

Note: (Do not change the status to Estimate/Invoice until you are ready to submit to the office)

2. Work Completed

• Enter  the date the work was completed

3. Service Performed:

• Enter a brief description or line item of the work performed (either is acceptable). If there is too much to list, type a notation to “see the line items below”

4. Customer Request:

• Enter an abbreviated account of what was requested or you can cut and paste each item from the line items section below.  

5. Notepad:

• Used to store Notes as needed, to track the work order status.

6. Email notes to Alert Mgmt:

• Checkmark. if needed, and an email will be sent to the person who issued the work order

7. Brand, Model and Serial #, Sales Tax are available if needed

8. Service call to be entered separately from line item charges if applicable

9. If a Resident charge, click on the Resident Responsible box

10. Click SAVE before moving on.

 

Line items:

11. Click on Add a New Line Item (a new Row will appear)

• Enter the item “replaced/work performed” in the description box
• Select a Part Warranty from the drop down (if applicable)
• Enter the total price of the part
• Enter the quantity of the parts
• Enter the Labor Warranty from the drop down (if applicable)
• Enter the total labor cost

(if the item being charged is a flat price, enter the total cost of the item in the Labor cost box)

12. Line item Explanation available if you need explain more detail of particular line item(s)