About Service Order Planned Transactions

For each service order, you can set up planned material, labor, and miscellaneous transactions. You can use planned transactions in these cases:

• Create an estimate to give to a prospect.
• Print the Service Order Pick List Report for pulling stock from inventory.
• Use as a work order for a technician to record back-ordered materials.

Run the Service Order Planned vs. Actual Report to do an analysis of planned versus actual costs and revenue.

Related Topics

Adding Service Order Transactions

Running the Service Order Planned vs. Actual Report