I have 3 different prospects this applies to, so I am wondering if there is something I am missing and it is dealt with out of the box.
All of these prospects do field services that are grouped in jobs. A job may have one service performed by one resource, or it may be an interrelated group of jobs performed by different resources over a short time. Usually, the timeframe is days to weeks at most. In all scenarios, the jobs must be billed as one invoice. Sometimes they may be performed at the same site or different sites.
Example 1: Company does concrete repair for street and parking lots. A job will consist of the following stages, all of these occur on the same site:
- Initial barricade setup – Performed by barricade team – 1 hour
- Concrete cut out and removal – Performed by cutting team + dump truck – 4 hours
- Setup and Pour – Performed by field team - 3 days
- Cleanup & closeout – Performed by the cleanup team (happens after concrete has cured) – 1 day
Example 2: Company does services which includes moving, storage and setup of fine art pieces these can occur on different sites:
- Initial fabrication of storage crates – Performed by fabricators – 2 days – In house
- On-Site crating of pieces and pickup – Performed by field team – 1 day – Onsite 1
- Move and delivery of piece to a new site – Performed by field team – 1 day – Onsite 2
In looking at these examples, I think I can solve this in a couple of ways.
- One work order with multiple service tasks. Change work orders to schedule at the service task level
- To make this work, I would have to ensure that materials and services could be related to the task
- Would probably have to update mobile to work properly
- Invoicing would work as one invoice for the work order would be generated
- Create a job entity to group work orders together and create multiple work orders
- This seems clean from a scheduling standpoint.
- Mobile should work without much modification
- Would need to change the invoice generation process to occur at the job level and write that custom
I don’t know if there is some way to make this work with the parent-child work order relationship. Any thoughts from the community on what you think might be the best approach?