Training 4 of 4
After The Job 100%

Closing Orders

Completing An Order

1. Access the ORDER that needs completion.

  • Please double check these steps BEFORE converting this ORDER to an INVOICE:
  • Double check the LINE ITEMS (is the quantity accurate? the price?
  • Double check the TAX RATE (is it accurate?
  • Double check the TOTAL (does it match the work that was actually done?)

2. Convert the order into an INVOICE.

  • Do so by clicking on the drop down menu directly under SAVE
  • Select INVOICE
  • Click SAVE (This will turn the page light pink)

3. What’s next?

  • Apply the customer’s payment
  • Please view our Applying A Payment training video for more information
  • Leave it as is in the system, print it, or e-mail it (see buttons middle top)

Applying A Payment

 

Applying A Payment

APPLYING A PAYMENT WITH THE SEARCH BAR:

1. Search an ACCOUNT NAME or ORDER NUMBER in the search bar.

  • Search ACCOUNT NAME
  • Click on the desired account name
  • Select from OPEN ORDERS dashboard (right hand side)
  • In the ORDERS screen, select NEW PAYMENT (middle top)
  • Apply the payment in the pop-up
  • Search ORDER NUMBER
  • Click on the desired order number
  • Select NEW PAYMENT (middle top)
  • Apply the payment in the pop-up

APPLYING A PAYMENT IN THE ORDERS TAB (NAVIGATOR):

2. Go to ORDERS > ALL ORDERS > Select or search the desired order number.

  • On ORDERS page
  • Click NEW PAYMENT (middle top) > NEW PAYMENT
  • Apply the payment in the pop-up

APPLYING A PAYMENT THROUGH THE HOME DASHBOARD (INVOICES WITH BALANCE DUE):

3. Click on INVOICES WITH BALANCE DUE > click on desired invoice.

  • On INVOICE page
  • Select NEW PAYMENT (middle top) > NEW PAYMENT
  • Apply the payment in the pop-up

APPLYING A PAYMENT IN PAYMENTS (UNDER ORDERS IN NAVIGATOR):

4. Select PAYMENTS > NEW PAYMENT (top left).

  • Apply the payment in the pop-up

THE NEW PAYMENTS POP-UP:

5. To apply a payment….

  • Fill out desired ACCOUNT NAME
  • Select the PAYMENT TYPE (cash, credit card, check, etc…)
  • Input MEMO and REFERENCE NUMBER if desired
  • Make sure PAYMENT DATE is accurate
  • Input the total AMOUNT of the payment
  • Apply to…
  • Check the order that the payment is being applied to
  • Click SAVE.

APPLYING A SPLIT PAYMENT:

6. Simply check more than one order in the “Apply to” section.

APPLYING A PAYMENT WITH A CREDIT CARD:

7. In ServiceMonster 6, you have to be signed up with Authorize.net.

  • Call Support – (888) 901-3300 – and we’ll walk you through the process
  • Once you ARE signed up…
  • In NEW PAYMENT POP-UP, a button RUN MERCHANT CARD will appear at the bottom
  • Click RUN MERCHANT CARD instead of SAVE at the end of the process

WHAT DOES QUICK PAY MEAN?

8. Utilize this if customer is paying IN CASH AND IN FULL only!

APPLYING A PAYMENT IN SCHEDULING:

9. Go to SCHEDULING > SCHEDULE.

  • Hover over desired job with your mouse
  • Select the attached order number
  • In the ORDER page
  • Select NEW PAYMENT (middle top) > NEW PAYMENT
  • Apply the payment in the NEW PAYMENT pop-up

Updating & Adding Time Logs

Updating and Adding Time Logs

1. Locate the desired ORDER to which you want to ADD or EDIT at time log.

  • Click on the JOB HISTORY tab (upper left)
  • Select the WORK you want under JOB TYPE > TIME LOGS (left hand side)
  • Select the (+) button (upper right)
  • Add or edit TECHS from drop down menu
  • CREATE the correct CHECK-IN and OUT times from the calendar icon
  • Once you’re finished, click SAVE (small, green button to the right)
  • If you need to re-edit, click the small, white PENCIL ICON
  • To remove, click the small, red (X) button
  • Finally, select either SAVE or SAVE & CLOSE

TIME LOG REPORTS IN SERVICEMONSTER 6:

2. Go to REPORTS (Navigator) > MISCELLANEOUS.

  • TECHNICIAN JOB HOURS
  • Technician name
  • % of total hours
  • Orders
  • Sub total
  • Estimated hours
  • Actual hours
  • Hour difference
  • Hour difference %
  • TECHNICIAN JOB
  • Technician name
  • Job date and time
  • Hours
  • Job type
  • Order type
  • Order number
  • Order total
  • Account name associated with the job

Congratulations!
You have completed all of our basic courses. Please visit our Knowledgebase for additional help and topics you may find helpful.