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Hello and welcome to Method Integration User Tutorials. My name is
Errol and in this video series we take a look at Field Services. Today
we will look at Job Costs. Let’s say you sent out Amy to do her job,
and she comes back with her worksheet and shows you the hours
that she did. You go, Amy! I want to update those Work Orders, with
the proper times that she worked, and then mark them Completed.
I could go into each one individually, but I have a tool called
Job Costs. Let’s go to the Work Order List tab link and find those
Work Orders. They were done on November 30th. Here they all are
and I will select them and then I will go to the More Actions button.
And here is a Job Cost Selected option. When you select it,
this new page pops up. And look! Over here is Help.
See, it tells you things. So if you forget, again, then you can check
out this Help. Anyway, let’s put in Amy’s Time Tracking for the first
Work Order. You may remember from the Teams Video about
Time Tracking. This Enter Actual Hours / Time Tracking Screen is
very similar. So let me fill this in. I’ll remove Lupin, he’s always
traveling. And I’ll hit Enter Time! It will then automatically go to the
next section called Job Item Details. For now, I won’t fill anything
in I’ll just accept the defaults. But I won’t hit the Save & Close at the
bottom right. That closes this whole window and process. Instead,
on the side you will Save & Previous, Save & Next, as well as
Set Work Order status to ‘Completed’? I’ll check this, so that the
Work Order is set to Completed. And then I’ll hit Save & Next.
And then the next Work Order comes up! Huzzah! Instead of going
into each Work Order individually, I can add in details, set it to
Completed, and go to the next Work Order all from the same page.
Awesome! Anyway, when you get to the last Work Order on your list,
this dialogue box pops up to tell you that. I’ll click OK to close the
screen. And the Work Orders I selected are updated. Now what if
you want to just update one Work Order. Well! All you need to do is
just edit it! Here, let’s find one. Here is a Work Order, and just click
on the Edit link and go to the Task & Materials section, which I’m
already at. And then click the Details link here, beside a Job Item.
And look! We get the same screen we saw when doing Job Costs.
Let me fill this in. Go to Actual Hours, and for Amy only, we will
enter the time. Then go to Job Item Details. And here there are a few
things I haven’t covered. Note here you can put in Customer
Equipment. And if you want to manage what equipment shows up
there is the link off of the Dashboard here.
Also there’s the Equipment tab link, up here. Anyway, great way of
adding Customer equipment and tracking it’s usage. Let’s go back
to the Work Order. There’s also this part of Estimated Man Hours.
This is useful when you start utilizing our reports.
Maybe you’re allocating too much time. Or not enough time. If you
want to keep track of that, you should fill in the estimated hours.
OK, let’s Save & Close this. And now, let’s set the Status to
Completed, and then Save & Close again! And we’re done! Notice
that Job Cost Selected was a lot easier than editing it manually.
Yeah. Anyway now all the Work Orders are complete and ready for
Invoicing! See, if I select the Filter View to be Completed and
Invoiced, there they are! The ones I did during this video! Join us,
in our next video when we talk about Invoicing. Any questions?
By all means leave them in the YouTube comments, or you can
tweet us: @MethodCRM. Thanks for watching and have a great day! Bye Bye!