We have many clients on contracts with varying billing cycles. We use Contracts to record all of the details. From 10-Contract you only have the option to Post. This completely skips the work order part of the workflow. At our company, and I suspect many other service companies, in order for any contract work to be invoiced; a work order must be generated, scheduled and then completed by the field techs before posting and sending to the customer. Currently, we must do a number of workarounds to achieve this result which creates a disconnect between the contract, work order and final invoice. We are considering abandoning using Contracts altogether due to its lack of functionality. Please link work orders to contracts so that we can generate the work orders directly from the base contract and keep a clean record of all related items.
by: Jess D. | over a year ago | Service Receivables
Comments
This would be extremely helpful. We also have clients with contracts that need to have regular work orders produced to send a technician out. The work orders are not tied into the contract, so looking things up later is cumbersome. Any suggestions would be welcome.