*How to: Service Management
Service Management Module
The Service Management Module manages work orders from start to finish by tracking parts, labor, sublets, freight, mileage, environmental fees, and other services as applied to each individual work order. This area interfaces to Inventory Management, Sales Management, Accounts Receivable, and General Ledger areas.
There are six types of work orders: retail, internal, rigging, prep, assembly and warranty. One work order can be any combination of the five types (i.e. retail and warranty, retail, internal, and warranty, etc.) with the exception of the Assembly type.
Work order templates can be created to process recurring jobs such as winterization, tune-ups, oil changes, etc.
The work order system is designed to track charges by operation (job) code. Operation codes are user-defined and can be set up to bill on a time and material, flat rate (quote), or capped basis. The flat rate on a job can apply to parts and labor, labor only, or parts only.
All charges on a rigging or prep work order will automatically update the cost of an inventoried boat when the work order is billed.
Multiple warranty vendors can be processed on one work order. Each vendor will be billed at the vendor's warranty rate, and an invoice can be printed for each billable party. The system will also print warranty forms for most major manufacturers.
Work Order estimates can be entered and printed through the Service Module. Once a customer approves an estimate, a work order can be generated using the information from an estimate.
Estimates can be saved as templates and used to create recurring estimates.
The work order billing process allows you to automatically progress bill all, one, or a list of work orders. Only work completed since the last billing will be billed out during this process.
When billing individual work orders, you can choose which operations you want to bill and the amount on each.
DockMaster supplies multiple invoice formats for you to choose from. In the event that one of these formats does not meet your specifications, an existing format can be changed or a new one added by the user through an invoice layout program.
Through the work order inquiry menu, users can see all charges entered on a work order regardless of whether the work order is open or closed.
DockMaster also provides many canned reports that can be run off the menu system to show profitability, productivity, and variances. However, a generic report writer is also available to allow the user to create reports and save them for recurring use.