Work Order Screen

You start a new work order by entering a brief description of what work will be performed. You may also record tax information fields and enter an order number to apply if you would like to “tie” this work to a particular rental contract.

If the item is a rental item, you can select it from a list or if this is a customer's item you can note its serial number, make, model and meter reading. This information will be retained within FocalPoint should the customer bring the item back for repair again.

If, during the maintenance, you find that some of the work being done is under warranty and you wish to file a warranty claim for the work, you can select a vendor from the “Warranty Customer” list to send a warranty invoice to the vendor. "Notes In" can be used to record comments from your customer, and "Repair Notes can be used to summarize the work performed.

If you are picking up the equipment that needs maintenance or have committed to delivering it when it is repaired, you can note the pickup and delivery dates in these fields. If this is scheduled maintenance or needs work that is already set up in a repair code, you can assign the repair code to the work order here.





rental work order



Rental Features > Maintenance > Work Order