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Service Orders contain a record of both scheduled and completed work.
Service orders contain jobs (services) which detail the work carried out for clients on a daily basis.
Service orders provide the information required to produce accurate and itemised quotes and invoices.
Information held on service orders is fed into the real time diary and job lists used by administrators and staff to run the business.
Importantly, changes made to jobs held on service orders are reflected in real time around the system meaning that staff out in the field have instant access to the latest information and the data is entered only once, saving time on administration tasks and potential for duplications and errors.
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Service orders contain the services for the client. The services in the order will be on the schedule, and will be included in quotes and invoices.
Learn how to create a service order, add/edit jobs, find service orders, email jobs to sitters/clients, and delete orders.
Learn how to create a new service order for a client.
Learn how to add services to a service order.
Learn how to add notes to a notepad attached to a service order.
Email some or all of the jobs in a service order to the sitter(s), to the client, or to both.