The SM Work Order Tasking report is designed to prepare Work Order information for Technicians going out to Service Sites.

The report prints a summary on the first page with general work order information, scope breakdown, and a summary of the equipment and materials needed. The following pages break out the Service Items (one service item per page), the information specific to the service item, the total qty of hours from Required Labor for each item, the parts and equipment required for each service item, and the services and tasks (broken out by scope) for each service item.

Work orders are searchable by Beginning/Ending Date range, by Beginning/Ending Work Order range, or by Lead Technician; however, if searching by date range, work orders must have at least one trip in Open status.