With 11.5 we added a new feature.

IF your company has the Purchase Order/Work Order field enabled for invoicing, then the Purchase Order/Work Order field will appear when creating a new service call.

This will give the dispatcher the ability to enter the purchase order when the call is created.  Since the client typically provides the PO/WO number when the work is requested, it is available at the time the call is created by the dispatcher.  Now the dispatcher can enter it. 

If it is not known, then it can be left blank.  The field is not required when creating the service call.

However, once entered, any new invoice that is created (that is associated with the call) will automatically have the PO/WO number populated.   

This will save the office manager or technician time as they no longer have to find the number to put on the invoice, but rather it will already be on the invoice.

Lastly as part of the enhancement, we added the PO/WO field to the Invoice Report Search Filter popup.  Now you can easily search to find all invoices with a specific PO/WO number.

The PO/WO Field on the Create New Service Call Screen

Enter the Purchase Order/Work Order Number

In the Command Center, when the Invoice is first created, the PO number is not populated because as a default there is no linked Appointment.

Link the Call and the Screen Automatically Refresh with the PO/WO Number

On the App, the Tech Clicks to Create the Invoice

Now, the PO/WO Number is Automatically Populated to Start the Invoice

The PO/WO Number can be Searched on the Invoice Report