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With the service entry, complex administrative work becomes easy to handle
With the service entry, complex administrative work becomes easy to handle
The service entry is your ad hoc recording of services that enter the billing process
The service entry is your ad hoc recording of services that enter the billing process
Open will show activities for contact. Are under service still running service entries so you can open them again via the green button.
Add a booking
By reopening the service entry there is the opportunity to book times in addition (the new time is added to the old one). In addition, the tasks can be edited and a new resubmission appointment controls the follow-up work. If everything is "done", the transfer to the invoice run takes place and the process is completed for the service employee.
The service entry should meet the following requirements.
The service entry should meet the following requirements.
Fast assignment to the customer.
Entry and transfer to billing in one step
Recording of work and times
Recording of open tasks and control of their resubmission
Navigation to all relevant information about the customer
Repeated booking of services
Pursuit of open todos until later handover to billing.
Depends on the subject (problem, ...), spoken with is automatically pre-assigned as the day. You can change that.
Material & time (The pre-assigned products are stored in the personal profile under service entry)
Note: If you want to do a service entry without time calculation, you can not enter anything for work and quantity. But only when concerned, order placed and ToDos.
Work = proof of performance - which work has been carried out?
Is this booking subject to a charge or will it be booked on a goodwill basis? (If a customer is in the "Hotline-Flat" group, then "paid" will be automatically deactivated when the entry is made.)
Customer & ToDo
You can change the customer assignment. An internal task list you submit you resubmission.
Done makes sure that the process is settled, otherwise services can be added and the service entry is placed in your ToDo's at the resubmission date.
Unfinished transactions are listed under Time / Service and can be billed from there
Unfinished transactions are listed under Time / Service and can be billed from there
This service view shows the hours worked and the amount in €. With the green button, the service entry is re-opened from the view The blue button done allows the direct transfer to the invoice run (draft with the option of merging a collective invoice). You can also pin several and complete everything together (for example, at the end of the month).
Another customer calls and you still do not want to complete the capture but start again
Another customer calls and you still do not want to complete the capture but start again
minimize allows the current editing to be set aside and reopened later (only if the browser remains active and there is no daily change in between)
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