Summary
Print Work Orders and a Daily Route Sheet from the Calendar. The Daily Route Sheet is a summary of a technicians route.
Key Points
Click the Printer icon in the Calendar
Select the tech, date range and any of the check boxes and Print
The top of the Route Sheet contains fields for the tech to fill out during the day
The bottom of the Route Sheet includes a summary about each stop
From the Ribbon Bar, click Calendar
Click the Print icon in the upper right corner of your browser
3. In the Print Work Orders dialog box:
a. Select the tech
b. Select the date range
c. Click any of the check boxes
d. Click Print
The top of the Route Sheet contains fields for the tech to fill out during the day. This includes:
OFFICE WORK:
FIELD WORK:
LUNCH:
BREAKS / PERSONAL TIME:
TOTAL HOURS WORKED:
TOTAL # OF STOPS:
TOTAL GAS AMT ($):
TOTAL GAS QTY:
START MILEAGE:
END MILEAGE:
TOTAL CHECKS:
TOTAL CASH:
MANAGER SIGNATURE:
TECHNICIAN SIGNATURE:
The bottom of the Route Sheet includes a summary about each stop:
Location
Service Contacts
Phone(s)
Scheduled time
Confirmed
Services
Billing Term:
INV:
Last Service date:
Next Service date:
Services
Services Instructions
Location Note
Below is an example:
We also have a report for Daily Route Sheets:
From the Dashboard, click Reports
Click Route Sheet Report
Note: When opening this report, a Route Sheet is created from the beginning of the month for every route. You may not want this so go ahead and close it.Set your From -To Date filters
For the route, click Any
Click the Route for this Route Sheet
Click Generate Report
Go to the location where your browser downloads files
Open the file
Print the file according to your browser's print function