Use the Work Order > Maintenance menu to set up the work order codes, rates, and categories necessary for tracking and billing service calls. From the Site Map screen, click Work Order, and then click the Maintenance menu. The following options are available. Click an option to learn how to set it up in the system. Items marked with an asterisk (*) are required.

• Case Type Maintenance*

• Dispatch Status Maintenance*

• Equipment Type File Maintenance

• Equipment Note Topics Maintenace

• G/L Department File Maintenance

• Labor Billing Rates Maintenance*

• Labor Category File Maintenance*

• Lead Source Maintenance

• Make File Maintenance

• Manufacturer File Maintenance

• Model File Maintenance

• Material Markup File Maintenance*

• Other Charges Maintenance

• Priority Maintenance*

• Sites

• Site Note Topics Maintenance

• Task File Maintenance

• Technician Maintenance*

• WO Site User-Defined Fields Maintenance

• WO User-Defined Fields Maintenance

• Work Order Message File Maintenance

• Work Order Note Topics Maintenance

• Work Order Standard Phase Maintenance

• Work Order Type Maintenance*

• Zip Code Zone Maintenance