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Services

The Services tab is used to enter data used to bill customers for additional services rendered as part of working the ticket.

There are two panes on the Services tab: the Invoice, and Services panes.

Note: Users must have the TICKET.VIEW.SERVICES right to view the Services tab.

The Services tab is shown below:

Invoice Pane

The Invoice pane is used to enter additional information about the invoice, and to print receipts and invoices.

The Invoice pane contains the following fields.

• Ticket Number
• PO Number
• Authorization No
• Region
• Invoice Number
• Invoice Printed - The most recent date/time when the invoice was printed.
• Invoice Format - 'Short' will print a condensed, single page invoice. 'Long' will print the invoice using a more detailed, multi-page format. The Invoice pane is shown below:

Printing A Services Receipt

The Print Receipt button is used to print a receipt for the additional services rendered, based on the information entered on the Services tab.

The Services Receipt provides detailed information about the work performed, but does not display any cost information unless the user has the SERVICE.RCPT.PRICE permission. It also contains information about type and location of work, additional invoice fields from the Invoice pane and name of the locator who the ticket is assigned to.

Click the link below to open a PDF file containing a sample Services Receipt.

Sample Services Receipt

Sample Services Receipt (short format, including prices)

Printing A Services Invoice

The Print Invoice button is used to print an invoice for the additional services rendered, based on the information entered on the Services tab.

The Services Invoice provides detailed information about the work performed, including prices. It also contains information about type and location of work, additional invoice fields from the Invoice pane and name of the locator who the ticket is assigned to.

Click the link below to open a PDF file containing a sample Services Invoice.

Sample Services Invoice

Sample Services Invoice (short format)

Printing Service Invoices / Receipts in Batch

Service Invoices and Receipts can be printed in batch from the Reports screen. See Service Invoice/Receipt for more information.

Configuring Invoices / Receipts

These two fields on the invoice come from the utility's office:

• Company Address Information - located at the top of services invoice and receipts
• Payment Terms - displayed at the bottom of the services and receipts

Ticket Pane

The ticket pane shows when the ticket was created. If the user has the TICKET.CHANGE.DATE right then they can change the ticket date. Changing the date is useful when service data needs to be entered for a previous date. Services can only be entered for a date that is after the ticket date.

Services Pane

The Services pane is used to enter and modify service usage quantities, modify cost data, and add notes for each locate.

There are three panes on the Services pane: the Locates, Services, and Notes panes.

The Services pane is shown below:

Locates

The Locates pane is used to select which locate to display the services data for. Also, the fee schedule used for the service list can be modified, if the user has the TICKET.FEE.SCHEDULE right.

Services

The Locates pane is used to enter and modify service usage quantities and cost data for each locate.

The usage for each service is entered in the date columns of the table. Simply click on the appropriate cell and enter the usage data. Future dates can be added by clicking on the "+" header label located to the right of the date columns.

If the rate for the service is not a user-supplied rate, the Standard Unit Fee will be used to calculate the total displayed in the Extended Amount column.

Users who have the TICKET.FEE.OVERRIDE right can enter a custom rate in the Custom Unit Fee column. This column is also used to enter rates for services that have a user-supplied fee.

Users must have the SERVICE.RCPT.PRICE right to include prices in printed receipts.

Users must have the TICKET.VIEW.FEES right to view the fees on the Services tab.

Notes

The Notes pane is used to enter notes for the services. Notes are displayed on the receipts and invoices.

Select the service to add the note for in the Services pane, then enter the note to be added in the Notes pane. The service that the note will be added to is listed about the Notes pane label on the far left side of the screen.