To create a new invoice, you must do the following:
- Log into SuccessWare21
- Click on the 21 icon
- Click on Customer Service
- Click on Call Center
- Double-click on the job in question
- Press F10
- Click the + button in the top-left corner of the invoice screen (to the right of the invoice number)
Hit Yes to the prompt asking if you would like to create a new invoice for the job
Right-click on the current job on the call center, and choose Add Call, and then Browse
Click and drag the call from the bottom-left box up to the tech's schedule.
Choose No on the Keep Assignments pop-up.
If the technician is already marked as onsite, they must tap the Reload Assignments button under the Settings menu in SWRemote.
Click here for instructions on reloading assignment data.