Creating a Service Call Work Order

Creating work orders for service calls differs from creating work orders for customers who come into the store, because you need to record the address where the service call occurred. Including that address on the final invoice creates a paper trail that you can use for a tax audit. Depending on the service call location, you might also need to change the tax level to ensure the proper amount of sales tax is collected.

Note: On the completed invoice, the service call address is listed to the right of the customer’s regular address.

To create a service call work order

1. Start a work order and add items to it. For more information, see Creating a Regular Work Order.

2. Record the address of the service call location:

a. Click Ship To. The Ship-To Type Selection screen appears.

b. Select one of the following:

If the service call occurred at a location that’s on the customer’s Ship-To List, such as a fleet warehouse or branch office, select Reusable Address and click OK. Then select the appropriate address from the list.
If the service call occurred at a location that’s not on the customer’s Ship-To List, select One-Time Address and click OK. Then type the temporary address on the Ship-To Maintenance screen, and click OK.

3. Change the tax level if needed:

a. Click Tax Level. The Invoice Tax Level Selection screen appears.

b. Click and select the appropriate tax level from the list.

Note: If the tax level for the service call location is different than the one assigned to the customer, you need to change the tax level. Selecting a different tax level for the work order does not affect the settings in the customer’s record. To change tax levels, users need to be assigned the Customer Edit permission.

c. Click OK. TireMaster recalculates sales tax.

4. Make additional changes to the work order if needed, print it, or complete the invoice. For more information, see Completing an Invoice.