Ad-hoc repair with no Service Contract

Choose a flow

Situation

A customer calls for a one-off repair and has no service contract.

Recommendation

Ticket → (Quotation) → Service Order → complete → Invoice from the Service Order.

Why

One-off work runs through a Service Order and the Invoice comes from it, so nothing is billed twice. On-site work is dispatched as a Field Service Job from the Service Order.

Steps

1. Create a Ticket if intake is needed.
2. Create a Quotation if the price must be agreed.
3. Convert to a Service Order.
4. Dispatch a Field Service Job for on-site work.
5. Complete the Service Order and invoice from it.

Avoid

• Wait for an Invoice to be created from the Field Service Job.

Roles & permissions

Service coordinator / Service Management manager.

Related

• Urgent job, billing terms unclear
• Advance or partial invoice
• Service Management
• Field Service
• Playbook: Service business: contract to billing