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Overview:

The Standard Work Order Line Item Structures window allows you to create, modify, and view billing lines for a Work Order invoice template. Work Order Line Item Structures can be assigned to Customer/Locations, or Work Order Templates, to streamline the Work Order setup process. Defaulting Work Order Line Item Structures eliminate the need to manually setup/copy line items each time a new work order is created.

Benefits:

  • Auto create work order line items using default structures setup in advance
  • Eliminate the need to manually create line items on new work orders
  • Streamlines the work order creation process

Roles:

  • Service Manager

Additional Content

  • N/A

Location:

  • Service Management > Invoicing > Setup > Standard Work Order Line Item Structures

Video:

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