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What do the columns mean on a Service Order?
Below is an explanation of what you see on a service order:
Contains the day of the week relating to the job.
Contains the date of the job.
If you have checked the "Show Time" box when you created a job, the time will be shown in this column. See Edit Jobs for more information.
If the "Show Time" box was left unchecked, the Diary Periods (eg: Lunchtime) in which the job will appear is shown in this column. The diary has four periods (each period is assigned to one diary column) and each job will appear in one Diary Period depending on the time allocated to it. See Diary Periods for more information.
The "A" at the top of this column stands for Acknowledged. A tick in this column indicates that the job has been acknowledged by a member of staff.
The "C" at the top of this column stands for Completed. A tick in this column indicates that the job has been completed by a member of staff.
Contains the long description of the service item, such as "Dog Walk" or "Home Boarding" or "Home Visit".
Contains the name of the staff member responsible for completing the job. If the staff member to whom the job is assigned is on holiday, then the text colour will be red to highlight this.
The key icon is colour coded as follows:
a black key is shown if the diary entry is in the past
a red key is shown if you have a key registered for the client, but it has not been assigned to the staff member who is scheduled to carry out the job - indicating that they do not have the key required to do the job
a green key is shown if you have a key registered for the client and it has been assigned to the staff member who is scheduled to carryout the job - indicating that they DO have the key required to do the job.
Contains the quantity of services sold.
Is the amount charged for each individual service sold. This figure does not include tax.
is the total amount charged. Charge = Qty x Net Unit. This figure does not include tax.
Is the total compensation amount to be paid to staff for each job. This is automatically calculated based on rules – compensation conditions – that you define in your service items.
Contains notes that appear on the invoice and can be seen by clients. Use this to confirm drop off times etc.
Contains notes that do not appear on the invoice and therefore will not be seen by clients but will be seen by staff on their job list/diary. Use this field for indicating any special instructions or information about a specific job.
If the job was originally ordered online from the client portal, any notes the client adds to their order will automatically be added to these notes, and are repeated on every day of the ordered service.
This column indicates if a service has been included on an invoice or is yet to be invoiced. If a number is displayed - this indicates that the item has been invoiced - the number is the invoice number. If the word "Quote" is displayed, this indicates that the item has not yet been invoiced, but has been scheduled.