Service Order Process #

Starting Point: Stores

• Begin by selecting the appropriate Store in the system.
• Once the store is selected, navigate to the Service Orders Tab to manage service-related requests.

Creating a New Service Order

• Click the + New button to add a new service order.
• The system will automatically populate:
  • Date Reported: The date the service issue was reported.
  • Reported By: The individual who reported the issue.

Scheduling the Service

• Select the Date Scheduled for the service order from the calendar drop-down.
• Choose the Assigned Technician responsible for completing the service.
• Set the Priority of the service order. Options typically include:
  • 1: High priority (urgent).
  • 2: Medium priority.
  • 3: Low priority.

Service Issues

• From the Service Issues drop-down menu, select the specific problem that needs attention. Options might include:
  • Roof Service
  • Frozen Lines
  • Tank Cover
  • Add/Remove Tank
  • Leaking Bucket
  • Leaking from Column
  • Needs Fill
  • Needs Fill/Out Early
  • Installation
  • First Fill
  • Bucket Not Filling
  • Vending
  • Pinched Line
  • Broken Bucket Assembly
  • Other: For any issues not covered in the predefined list.

Closing the Service Order

• After the service is performed, enter the Date Repaired by selecting it from a calendar drop-down.
• Select the technician who performed the repair under Repaired By.
• In the Work Performed notes box, provide a detailed description of what work was done to resolve the issue.
• Obtain the Store Representative’s Signature to confirm that the work has been completed.
• Finally, click Close Service Order to complete and submit the order.

This process ensures accurate tracking of service requests, timely repairs, and proper documentation of work performed.