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SM Call Handler: Option to add Scope to existing WO instead of making a new WO.

You can add a scope sequence to a work order from the "Work Order" form, but it would be really nice to be able to do this from the "Call Handler", if you knew the call was a Warranty call.

Perhaps the flow would be something like:

  1. Open SM Call Handler
  2. Search for & select customer & site.
  3. in "Work Order" box, use F4 to select existing Work Order. (would only show OPEN work orders, or open the selected one)
  4. Check a new 'Add Scope to Work Order' checkbox.
  5. Enter Description, Work Scope, Call Type as "WRNTY"...etc
  6. Click the "Create Work Order" button (which would have changed it's text to "Create Scope Seq")

Result: A new Scope Sequence would be added to the indicated Work Order.

Why this would be useful: Currently there is no way to quickly transform an incoming service call into a warranty scope sequence on an existing Work Order.

  • Nathan Sutherland
  • May 13 2019
SM - Service Management
Company A-1 Plumbing & Emergency Rooter
Job Title / Role Developer
I need it... 1 month
  • Attach files

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