Field Service Call Procedures

Yahoo Archive
1
Hi Dina,

We create a Sales Order, with the line item checked 'Time and Materials'. We
create a job against this sales order line item. We use a preface letter
for the job so it stands out from the other jobs in our shop. (ex. S-Job#)


The employees are required to pay out-of-pocket and keep receipts of
everything they spend (hotels, food, car, etc.) and they get reimbursed
based on their receipts. We do not write PO's, but we do misc. receipts of
these items against the job so that the cost hits the job to be re-billed.

The employee is also required to keep a timesheet while he is away. When
the employee returns, the labor is entered against the job through labor
entry.

We then ship the job and invoice it out at expenses/materials cost + 15% and
work done at a standard hourly rate.

HTH,

Sarah
2
I have a question on how every handles service calls to a customer
plant.

Do you create a sales order? or do you just do a miscellanous invoice?
Do you create a job?

When you purchase air line tickets do you create a P.O.? Also the
expenses for the employees (food, gas, toll booth charges) Do you put
this on a p.o.? If not how do you keep track of them? Or how do you
know they are correct when the credit card bill comes in?

I realize this is alot of questions to answer, if it easier to call me
that is okay with me.

Thanks,

Dina
Vamco International, Inc.
(412) 963-7100