About Service Order Planned Transactions

For each service order, you can set up planned material, labor, and miscellaneous transactions. You can use planned transactions in these cases:

• Create an estimate to give to a prospect.
• Print the Service Order Pick List Report for pulling stock from inventory.
• Use as a work order for a technician to record back-ordered materials.

Run the Service Order Planned vs. Actual Report to do an analysis of planned versus actual costs and revenue.