Creating and Managing SM Work Orders

Use SM Work Orders to create and maintain service jobs: scope, pricing method, completed work, and billing.

Before you start

• Customer exists in SM Customers (and AR).
• Rate templates are set up and ready to assign.

Steps

1. Open SM Work Orders.
2. Enter the work order number and a general description.
3. Link a service site if applicable.
4. Enter customer and contact information.
5. Set scope fields: priority, due date, division, and call type.
6. Choose the price method: flat price, time and material, or non-billable.
7. On Work Completed, enter labor, equipment, and miscellaneous costs.
8. Adjust billable quantities and rates; confirm the correct rate template.
9. Use Bill Work Order when ready, then review in SM Invoice Review.
10. Use Posted Detail to review related GL activity.

Notes

• Wrong rate templates produce incorrect billable amounts.
• Non-billable work orders do not generate invoices automatically.