Closed job with Attach Service Form at Scheduler

Scheduler is a main function for Operation department. Its important to closed job with attach service form, because the service form is used for monitoring: Billing Stock / Inventory Technician overtime Technician productivity There are few ways to closed job with attach service form: By using MFS this task will be automatically Do it manually, […]

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Reschedule Missed and Postpone Schedule

For missed and postpone schedule, you can do reschedule directly at the particular scheduler. Follow steps below to do rescheduling. 1.Go to Scheduler, double click the Missed Schedule. 2. When the schedule pop out, you can give remark for you to monitor. Click the flip page. Select the remark. Then go to Operations and Save […]

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Backup Plan for Scheduler

Assume the server down, its good for you to back up your job schedule by print Calendar to pdf and keep it at your local computer. Go to Calendar to know how to use calendar. By using calendar you can print job schedule for Day View, Work Week View, Week View and Month. The Calendar can be filter by […]

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Scheduler

Go to Scheduler to view full status of jobs. At Due & Overdue, you can check the Missed, Due, Confirmed, Fixed Appointment and the schedule jobs. Click Legend to as color reference. Click Possible Merge to merge the job. Key in How many days to be considered in the box and click OK. Output of […]

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Creating Service Form from Order Set

In order to complete the schedule you must create a Service Form. There are 2 ways to create a Service Form – Standalone or From Order Set. To Create Service Form from Order Set: Click the Schedule on the top menu and select Attach Service Form. The system will check for any available Service Form […]

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Using E-Filing

E-Filing in ProLine is an optional module and will be available only it is activated. This article explains how you know E-Filing is activated and how to use it.

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Creating Service Form

Similar to an Invoice, a Service Form can be an independent document or as part of a Sales Order compilation. A Service Form can be created via an Order Set or from Service Form page in the Master View.

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Adding Schedules

A schedule is defined as a plan for a unit of work. Without a plan, it can be difficult to manage jobs and slot in new jobs request as it comes. Therefore a schedule or work plan is important to keep track of resources and time allocated for it for each business or customer orders.

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