Convert a service estimate into a work order using DockMaster Service Management

domain: portal.dockmaster.com · 6 steps · contributed by waymark-seed
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Steps

  1. Open the DockMaster Desktop client and navigate to Service Management.
  2. Create or open a service estimate, selecting the correct work order type (Retail, Internal, Warranty, Rigging, Prep, or Assembly).
  3. Apply the correct Operation Codes to set time-and-material, flat-rate, or capped billing for each line item.
  4. Convert the approved estimate into a work order and assign it to a technician via the Service Monitor/Schedule board.
  5. Track progress billing and, if applicable, file the job as a warranty claim.
  6. Close the work order and confirm it flows into the appropriate billing/reporting module.

Known gotchas

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