Work Order LifeCycle – Overview

Work orders are the central unit of action and have several defining characteristics:

 

1. They define work that needs to be done, comprising one or more tasks.
2. They are usually assigned to a single resource whose job it is to do the work.
3. They are usually expected to be completed in a single work session. Continue reading

Materials and Inventory Set-Up

The inventory management functionality automates the process of tracking inventory. All the parts and materials that your service technicians require to do their work are entered into the system. This lets you always know how much inventory you have on hand in your various stock locations. And it lets the service personnel in the field update inventory levels in real time by recording the materials they use on their mobile devices. Continue reading