Assign services to phases

Associate services with particular repair location phases

Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago

You can assign services to phases so that when you add services to a work order, these services are automatically allocated among phases when you monitor the repair order.

  • On the Monitor tab, click Repair Locations.

  • On the Repair Locations page, click the Select button in the Action column next to the appropriate repair location, and then click Services

  • On the Phase Services page, make sure that the appropriate location is selected in the Location box. 

  • In the WO Type box, click the work order type that includes services that you want to assign.

  • In the Phase box, click the phase to which you want to assign services.

  • Select the check box next to each service that you want to assign, and then click Assign to selected services.

Tip You can also select assign a service to a phase by selecting the phase that you want in the Phases column next to the appropriate service.

Important! Services that are not assigned to the phases of the selected location are highlighted with red color.

Note If work order type includes bundle services, bundle service items are shown separately.

You can use the ‘Rate/Price’ and the ‘Tax-Exempt’ columns to override the service price or rate, as well as specify whether services are tax-exempt on the repair location and the work order type levels.

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