Issue/Symptom/Question

How do I capture non-work order related expenses like - truck wash, parking, boots, etc...? 

Applies To

PENTA for Windows

Service Management>Setup>Work Order Note Types

Resolution/Fix/Answer

Steps:

• Currently there is no functionality in the Mobile Field Service device to capture these types of costs
• Create a new Work Order Note Type to capture these type of miscellaneous purchases

• Service Tech makes purchase for non-Work Order items
• Tech records the details of the purchases within the new Note Type and submits it along with the Work Order he is working on
• Billing clerk reviews the details of the note and works with Accounting to record the purchases either in Payroll or AP to reimburse the Tech for the purchases