The Part 2 video breaks down how to complete core tasks in Order Maintenance after the job header has been set up. These steps expand on what was shown in Part 1 of the series.
Steps Covered in Video
Below is a high‑level breakdown of the key tasks shown:
1. Finding and Adding Line Items
• Use the line picker to locate products and services needed for the job.
2. Adjusting Quantities
• Adjust both work (job) and sale quantities for accurate pricing and materials.
3. Choosing Associated Products
• Link associated products (e.g., extras, upsells, accessories) to the job lines.
4. Assigning Material
• Assign inventory, kits, or dropship items to specific lines on the job.
5. Adding Deposit & Viewing History
• Apply deposit payments and review prior activity in the job history tab.
6. Adding Install Dates
• Set install dates to plan scheduling and manage timelines.