The Load Calculation feature helps simplify the service pricing process by allowing teams to include a dedicated load price alongside the standard service price for more accurate cost calculations. Users can easily apply load pricing when needed and keep all related files and notes organized within a dedicated Load Calculation tab, making service management more efficient, transparent, and easier to maintain.
Follow the steps below to add load calculations to the service order details.
Step 1: From the main menu, click “Manage Projects” and click “Projects” from the dropdown.
Step 2: Select the preferred project from the projects list.
Step 3: On the project details page, click the ‘Services” tab.
Step 4: From the services list, select the preferred service and click “+Order”.
Step 5: Fill out all the mandatory fields including sub type and provider.
Step 6: Click the Load Calculation checkbox at the bottom to include the load calculation details in the service order information. Click “Order Now” to finish the process.
Step 7: Once the service order is added to the list, click the “View Detail” button.
Step 8: You will find a “Load Calculations” tab in the detailed information page.
Step 9: You can also add attachments and notes under the Load Calculations tab using the “+Add” button.
Note: Once the load calculation is included in the service order, it will be visible under “Load Calculation Included” within order details.
It is also available under “Request Details”.
You can access the request details by clicking “Project Services Requests” under “Manage Projects”. After that, select the preferred project and click the “View Detail” icon.