Articles
How to Check Work Order History in Managely
In Managely, users can check the history of a work order with just a few clicks.
To check the history, follow the steps below:
Open the work order in question.
Click the History button in the top right corner:
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Managely – How to setup/implement the workflow of using Ready To Bill queue before invoice is generated
Managely gives the ability to move all work orders in a separate queue ( for revision) before a customer is invoiced.
This feature can be used by managers or billing staff for a more organized workflow for reviewing the work orders/charge...
Item Automatically Added to Work Order
Service Level automatically adding a line item to the work order (Managely)
In case 104261 the Dealer asked us why every time she added the service level T&M it would automatically add a line item to the work order and she would have manually d...
Adding items to the Overview will add line items to the proposal (Managely)
In case 105387 the Dealer was adding a service level labor item to the Overview of the proposal as well as adding a line item to the proposal and this cause the item to appear twice on the proposal itself. This also happens if you add a discount ite...
How to Manually Issue Parts to a Work Order
1) Log into the work order in question and make sure you are in non-edit mode (if you see a red void button in your upper right corner you are in edit mode, pushing the cancel button here will take you to non-edit mode)
2) Click on the p...
First Recurring Work Order Appointment Moving
Dealer created a case informing us that when she created an appointment based recurring work order her first appointment was being adjusted. This is best explained with an example From the Calendar created a recurring work order as shown belo...
How to use Breaks
Dealer created a case asking how to use the break function in an appointment in AlarmBiller. The steps below will show you how to create a break 1) Begin by adding an appointment to a work order 2) Have the technician dispatch themse...
How to adjust the Service Fee on a Work Order
Service fee is part of the service level. Follow the steps below to edit your service fee.
Click on Setup, then click Operations, and then click on Service Levels
2. Click on the edit icon to the right of the Service L...
How to attach a document to a work order that customers can see (Managely)
Managely allows Dealers to add documents to a work order and gives the ability to be set that document as Dealer (internal) or Customer (external) facing. Follow these steps below to add a document to a work order Go into the work order in que...
How to make the Default Work Order into a Custom Work Order Template
Follow these steps below to make the default work order template into a custom work order template so that you can customize the work order based off your company’s needs. Click on Templates & Forms and then Templates 2. Click the Copy bu...