The majority of ourapplication requires us to implement pretty much identical workorders for many different clients. As I understand, I can only copy workordersto the same client. I would like the ability to create a workorder and copy that workorder to aworkorder with a different client.
We would like tosee thiscapability added too.
After our Service Coordinator wanted to string me up after having to create 19 identical workorders for the same thing only because a customer has19branch offices.
I can also see were this would be a benefit in the event of a major recall.
Thanks,
Bob
Hi
At this time, AyaNova v3 can not “copy” a workorder to another client because of what is pre-loaded by a workorder entry screen for each specific client - for example, when a workorder loads, it loads information about the Contract for that client (the parts discounts, what specific service rates are to be used); what Units are tied to that client; the Client Notes menu option is tied to the specific client selected, etc.
Because this information differs between clients, a workorder and/or workorder item can not be copied between clients.
In a future release, we want toprovide a new feature of “workorder templates” (as well as quote templates and preventive maintenance templates)
A template would allow you to enter in text and preselect drom drop down lists that are not restricted by a contract or units owned by a client. Than when you create a new owrkorder, you could have a choice of using a “default” template, or select a different template.
- Joyce
we would be interested in this for our company that deals with about five main types of work orders.
AyaNova 4 will have not just service workorder templates, but also quote templates and preventive maintenance templates too.
And you will be able to set a default Global service workorder template, as well as specify for each client if applicable, as well as specify based on the user logged in.