New Service
New Service logs a service job — what the customer needs, who will do it, what it should cost and when it is promised. It is the record the whole job runs from, and the basis of the invoice at the end.
Where to find it
Go to Service Plus > New > New Service.
Field reference
| Field | Description |
|---|---|
| Customer | Who the work is for. |
| Reference | The job's own reference. |
| Issue Title | The problem in a line. |
| Issue Detail | The full description — what the customer reported and what was observed. |
| Service Item | The service being performed. |
| Stock Item | The item being serviced, where it is one of yours. |
| Service Type | What kind of job it is. |
| Service Person | Who is assigned. |
| Service Priority | Low, Medium or High. |
| Service Entry Date | When the job came in. |
| Expected Service End Date | When it is promised. This drives the overdue flag. |
| Expected Service Cost | What you expect to charge. |
| Advance Payment Amount | Money taken up front. |
| Bank Account | Where the advance is received. |
Write the issue detail as the customer described it, not as you have already diagnosed it. When the job comes back three weeks later, what they originally reported is the thing you will want to reread.
What happens next
- The job appears with status Not Started.
- It moves through On Progress to Completed.
- Completed work is invoiced, with any advance already taken deducted.
- Once settled it becomes Closed.
Related pages
- Service Plus — the job list and statuses
- Sales Invoices — billing the work
- Items and Services — the service items