Automate
Keep track of and Quickly create work orders for recurring maintenance
This app creates 11-2 Work Orders based on the Service Contracts entered in the 3-6 Client screen and the corresponding work order template for the specified maintenance cycle.Setup:
- 1. Enter service contract under the 3-6 Receivable Client.
- 2. Create an 11-2 work order template with the name of the template the same as the contract number. Note, the match is case sensitive.
- 3. The “Reference 3” field on the 11-2 work order must have the contract number entered in it.
- 4. The "Status" on the 11-2 work order should be 6 or 7
Steps:
- 1. Open the 3-6 Receivable Clients screen.
- 2. Click on the zMaxOneClick app and choose Preventative Maintenance.
- 3. The grid will appear showing contracts due to be completed for the next month.
- 4. To show a different time period, enter new dates and click “redisplay contracts due”
- 5. Select the contracts you would like to create 11-2 work orders for by selecting individually or clicking the checkmark to select all.
- 6. Click “create work orders”.
- 7. A “Processing Completed” message box will appear once the work orders have been created, click ok.
- 8. Go to the 11-2 Work Orders screen to view the created work orders.
- The “History” button allows you to view all of the work orders created for a specified date and “recall” (or void) them if they have not been invoiced yet.