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Tasks & Work Orders

Manage work orders, billable time, and task details.

The Tasks and Work Orders module within EBMS is useful in managing a variety of work orders, phone calls, contacts, and other tasks. These tasks are conveniently connected to customers, sales orders, serialized whole goods, time-card detail, and jobs.

Manage Work Orders

This powerful module is used to organize, schedule, and print work orders. This module can be used to schedule work orders for almost any service business including electricians, equipment repair technicians, installation departments, HVAC companies, computer repairmen, manufacturers, and almost any type of repair or service business.

Evaluate Billable Time

The ability to evaluate billable time for a service company is another powerful feature of this module. Measure the efficiency of labor and employees by quantifying the billable time using different work codes within payroll.

Record Details

Details are recorded by tracking customer information, logging customer support contacts, recording events contained within a specific job, tracking details for service contracts, and maintaining history regarding individual pieces of equipment or whole goods.

Features

Organize, schedule, and print work orders
Graphs display available time and a schedule overview
Create task group views by tasks based on employee, status, manager, or customer
Track the time and materials for T&M jobs or track the actual time spent on projects with an estimated time
Evaluate the billable time for a service company
Compare billable time to the actual time to evaluate the profitability of individual employees or an entire service department
Manage labor more effectively by quantifying the billable time using different work codes within payroll
Management reports allow the personnel manager to base employee pay on his/her efficiency and performance
Log, organize, and evaluate phone calls, service calls, follow up contacts, and other customer relation info
Record events contained within a specific job as well as labor, material, and billing processes within a construction, manufacturing, or other type of job or project
Track details for service contracts
Maintain history regarding individual pieces of equipment and whole goods

Looking for more details?

View knowledge base articles.

Documentation

Enhancements

My Time App - Track labor and record notes on the go

Reports

Work Order Report