- Collect Down Payment from ServiceWorks Pro
- Clear Payment Option in Customer History
- Filter by Work Zone in Time Slot Schedule Board
- Editable Reference Number in Purchase Order Creation
Collect Down Payment from ServiceWorks Pro
Go to the Pay Tab and you will see two options to collect payment. One as Down Payment and one as Invoice. Please select the appropriate option and process payment.
Note: If you are having Sphere as payment processor and have enabled processing fee, the app will show you the credit card processing fee and add it to other charges. This fee is not editable and can’t be removed when the credit card payment is done.
Clear Payment Option in Customer History
Go to Customer and click on the three dots on the right side and select history. This will take you to the Customer History page. You can see Service History, Sales History and Payment History in 3 different tabs.
You can see all the payments ordered by newest to oldest. Click on the Details link on the right to see associated invoice with this payment. Or if you want to void the payment click clear payment.
Clear payment will ask for confirmation if you want to clar payment and if you say yes it will ask you why you want to clear. Add some notes and click Clear Payment , now your payment will be voided and show up in the grid with red highlight.
Filter by Work Zone in Time Slot Schedule Board
If you operation schedules all jobs by time ranges then this is a very useful feature for you. Go to Time Slot View.
All the unassigned jobs will show up in the left panel for the selected day. You can drag these jobs and place it on any time range for any technician. You can also filter by zone to see jobs only in that zone.
Editable Reference Number in Purchase Order Creation
Go to Items Needed under Job Menu. You can all the parts or items you need to order.
Select one or may items and click Create Order button located at the bottom of the page.
This will add all the items in one Purchase Order and open up the PO for you to edit. You must select the Delivery Site and the Distributor. The reference number will be loaded for you as job number if the item was needed for a job. But you can change this reference to be any meaningful number of your choice.
Clicking the Submit button will save the PO and if it is for Marcone it will automatically place order in there,