Urgent job, billing terms unclear
Exception
Situation
Someone must go now and you do not know whether the work is within the allowance.
Recommendation
Ticket → Field Service Job; after completion decide to close it or create a Service Order/Quotation.
Why
Paperwork must not delay urgent work; billing terms are settled after completion.
Steps
- Create a Ticket.
- Dispatch a Field Service Job immediately.
- After completion: within allowance, close it.
- Out of scope: create a Service Order or Quotation.
Avoid
- Invoice straight from the Job before terms are clear.
Roles & permissions
Service coordinator / Service Management manager.