Open the product categories list view from Administration on the Navigation menu. Expand the non-stock category tree then:
Check all the product categories you need for service are set up in a way that suits your reporting requirements. For example, you may want a category for 'Service labour' and one for 'travel' or just one for Service with subcategories.
Open the product units list view from Administration on the Navigation menu:
Check that you have a product unit of 'Hour' that has the 'is time' checkbox ticked and has rounding set and the Quanitty = 1. If you wish to charge the whole hour and not charge for half hours or quarter hours or round up or down, then set the rounding method to None.
Open the territories list view from Administration on the Navigation menu:
Make sure there is at least one territory set up and that the Is Technician checkbox is ticked
Ensure to add the Users/Technicians to the territory
Open the users' list view from Administration on the Navigation menu:
Check that a user exists for each technician
Open the system types list view from Administration>system types>service-order-activity-type
Make sure the value of each system reference is equal to that productid.
When service order calls are finalised, service order lines are created from the call activities. But this will not work if the value on the system reference is not equal to the productid of the correct service product
Open the product list view from Inventory on the Navigation menu then search for and find every product that you use for service work. For each product:
Make sure you assign the correct Non-Stock Product Category being one of the service categories you checked in the step above
Delete the product units for each product and set the default sell unit to be a unit that is a unit of time such as hours for the Labour product and Hours for the travel product.
Ensure that the Products have the correct 'Type' assigned to them. Example productid = Labour, Type= Labour; Productid = Trav Type = Travel Time and so on.
Ensure that for every Machine, the product that stands for the Model is on the General Tab within Products. The Manufacture and Model need to be on the Machine Product in order for the Machine Profitability Report to Run when selecting a Product.
Ensure that if a manufacturer is to be charged for Warranty Work on a machine that the Manufacture cardid is assigned to the product that stands for the Machine. Set up of Manufacturer Warranty on Service Order & Inserting the Service order for WarrantyReview and setup order types
Review the Standard Set of Standard Notes for Fault Descriptions and Repair Descriptions