Service Management overview

The Service Management (SM) module tracks service work orders, technician trips, dispatch, preventive-maintenance agreements, and service invoices.

Typical flow

1. Configure SM Company Parameters, departments, cost types, and rate templates.
2. Add SM Customers (after AR), service sites, service centers, and technicians.
3. Create work orders, assign trips on the SM Dispatch Board, and post costs.
4. Bill work orders (or agreement billings due), then review and deliver invoices.
5. Maintain and renew agreements; generate PM work orders from agreement schedules.

Before you use SM

• Customers exist in AR Customers before you add them in SM.
• Cost types, departments, and rate templates match how you bill and post to GL.
• Email settings in company parameters are set if you email invoices.

Related articles

• Configuring SM Company Parameters
• Setting Up SM Customers
• Creating and Managing SM Work Orders
• SM Work Order Billing