Work

1. New Work Order
Process and System

2. Step 1
• New Work Order Created buy Call Center

3. Step 2
• Work Order Given to RSM
Step 3
• Work Order Sent to Tech via Email
Step 4
• Tech responds with receipt of Work Order
Step 5
• Tech arrives onsite and advises dispatcher of work
to be performed and how long he will take.

4. Step 6
• Tech proceeds to complete the work order if the
job is under the NTE
Step 7
• Tech compiles all the necessary information and
goes to service truck to complete the required
paperwork

5. WorK Order
Tech will begin by
pulling up the correct
work order in the
system. The system is a
web based system
where tech can access
with any device as long
he has internet access.

6. Tech Info and Time Entry
X
1)Tech will input the number of people
X required to complete the job.
X
2)Tech will input his name or names - This
X step will categorize the tech or techs for
X timesheet purpose.
3)Tech will input his dispatched, arrived
and completed time which will
automatically be sent to his online
timesheet.
4)Tech will not be able to continue to
complete the work order until he enters
the complete and correct data.

7. CT, Equipment, CC # and Date
X 1)Tech will be able to attach the CT to the
work order directly from here
2)Tech will be able to add any equipment
X used on the work order which will
transpose to the invoice.
X
3)Tech will be able to add the CC # and
this will transfer directly to the invoice.
4)Completion Date will self populate with
the current date work order.

8. IVR and Material (PO)
X 1)Tech will need to make sure he checks in
and out with the required IVR
2)When technician enters that he used
X
material an automatic PO pops up after he
enters the amount. The amount will have a
drop down box with 5 or10 of the most
common used suppliers. HD, CC #’s,
Ferguson, Grainger, etc. If the purchase is
out of the ordinary, the dispatcher can
create a po on the work order. We will be
able to catch 95% of the purchases. Once
again the work order cannot complete
until the po is given.

9. Time Summary
1)The time input on the dispatched, arrived
and completed will self populate on the
“Total Time” Summary.

10. Material Summary
1)The material total will self populate in
the “Total Material” Summary.

11. “Notes” Work Performed
1)Tech will type into the notes the work
performed and preferably a code that is in
our system. This will self populate to the
invoice so ther is no double entry for the
billing department.

12. RSM Step
Every morning the RSM will print out all of
the work orders that were completed the
day before. RSM will review at a glance
what was done and add anything needed.
Billing Step
Billing Clerk will take the work orders and
print the corresponding invoice. Clerk will
add anything the RSM added and the price
that has been given to them by Pat. There
should be very little to change as the
description has self populated and the
times are there.

13. Benefits
• There is no triple input of time.
• There is no triple input of description.
• Tech times go directly to his timesheet.
• Immediate PO’s on every work order.
• Exact cost of each and every work order.
• Reporting of exact tech time to RSM daily.
• Better accounting of drive time.
• Better accounting of guaranteed time.