Navigate to Clients > Orders & Invoices

 

What do the columns mean on a Service Order? 

 

  • Below is an explanation of what you see in a service order:

Day

Contains the day of the week relating to the service.

Date

Contains the date of the service.

Time

If you selected "Show Time" as Yes when you created a service, the time will be shown in this column. See Editing a Single Service for more information.

If the "Show Time" box was set to No, the Column Headings (eg: Lunchtime) in which the service will appear is shown in this column. The schedule has four periods (each period is assigned to one schedule column) and each service will appear in one Schedule Period depending on the time allocated to it. See Column Headings for more information.

A

The "A" at the top of this column stands for Acknowledged. A tick in this column indicates that the service has been acknowledged by a member of staff.

C

The "C" at the top of this column stands for Completed. A tick in this column indicates that the service has been completed by a member of staff.

Service Item

Contains the long description of the service item, such as "Dog Walk" or "Home Boarding" or "Home Visit".

Staff

Contains the name of the staff member responsible for completing the job. If the staff member to whom the service is assigned is on vacation, then the text color will be red to highlight this.

Key icon 

The key icon is color coded as follows:

  • a black key is shown if the schedule entry is in the past

  • a red key is shown if you have a key registered for the client, but it has not been assigned to the staff member who is scheduled to carry out the service - indicating that they do not have the key required to do the job

  • a green key is shown if you have a key registered for the client and it has been assigned to the staff member who is scheduled to carryout the service - indicating that they DO have the key required to do the job.

Qty

Contains the quantity of services sold.

Net Unit

Is the amount charged for each individual service sold. This figure does not include tax.

Net Charge

Is the total amount charged. Charge = Qty x Net Unit. This figure does not include tax.

Comp.

Is the total compensation amount to be paid to staff for each service. This is automatically calculated based on rules – compensation conditions – that you define in your service items.

Invoice Notes

Contains notes that appear on the invoice and can be seen by clients.

Staff Notes

Contains notes that do not appear on the invoice and therefore will not be seen by clients but will be seen by staff on their schedule. Use this field for indicating any special instructions or information about a specific service.

 

If the service was originally ordered online from the client portal, any notes the client adds to their order will automatically be added to these notes, and are repeated on every day of the ordered service.

INV

This column indicates if a service has been included on an invoice or is yet to be invoiced. If a number is displayed - this indicates that the item has been invoiced - the number is the invoice number. If the word "Quote" is displayed, this indicates that the item has not yet been invoiced, but has been scheduled.

 

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