Question:

How do I add items and build the invoice on the latest version of SWRemote?

Answer:

A technician can add items and build the invoice in Step 4 on their mobile device.  To do this follow the steps below:

  • The tech will log-in and select the first job on their schedule and proceed putting in all the necessary information until they get to Step 4.
  • On Step 4 the technician can scan, add items, add agreements, add visits, and add discounts.  Depending on your specific device, the buttons may or may not be labeled.

     

Adding Items: 

The “+Item” button allows the tech to add an item to the invoice by Pressing the Catalog button or entering Text into the search field and pressing the Search button.

A.  The Tech can Press the Catalog Button and they will see the main categories displayed.  From there they can drill down into the catalog until they find the needed item.

B.  The tech can also search by item #, UPC or Description.  The full item # or UPC can be entered, or the first letter(s) or number to do a general search.

fig A.

fig B.

Enter the item # and then press the Search button:

Or you can search out the name of the Item by the First few letter of the Description:

Finally, you can search by the full or partial UPC code

Adding Items continued

As you can see, you can simply press the Save button once you find the desired item:

but there are several other options we will explore below...

Adding Items continued, extra items

An item may be charged to any available Agreement or Warranty.  In addition a piece of Equipment can be attached to a Task.


For more information on Add-On items, click HERE.

Adding an Agreement

The +Agree button allows the Tech to add an agreement to the invoice.  The tech can select the appropriate agreement from the “Type” dropdown box.  The fields for number of years, total amount, start date, and collected amount can all be updated on this screen.  The agreement can also be marked ‘perpetual’ and ‘taxable.’

Adding a Visit

The +Visit button will allow a tech to add a visit to the invoice, if there are any available on active agreements. 

Attaching Equipment 

When adding a Task, you can attach a piece of equipment to a Task.  To do this, press the +Equip button:

On the next screen, choose the Equipment you would like to attach to this Task:

Next, press the Close button:

Now you will need to hit the next Close button you see.

Finally you are back at the Invoice screen.  You will notice that the Task has a tag icon, indicating that the Task has a piece of Equipment attached to it.

Adding a Discount 

The Discount button will allow the tech to determine a discount either by type, percentage, or amount.  If no discount is applicable the tech can select none.

Removing a line item

There are two ways to remove a line item from the invoice that was previously added. The technician can press on the red X button. 

Or they can click on the item to open it and inside of the Edit Invoice Item screen there is a red delete button at the bottom of the page.

Suggested Work

You can now add an Item to the Work Suggested notes as Declined work by first clicking the Red box with the X, and then by clicking the Orange Add to Declined Work button (seen below). 

Note: This will not work for Agreements or Visits.                                

Discountable items

The Discountable checkbox can NOT be turned off by default (globally) in SuccessWare21.  If you need this turned off for a particular item, the Techs will need to manually un-check this box each time.

If you require further assistance, please reach out to the Support Team using any of our channels - 

Email: [email protected]

Phone: 800-566-6940

Chat with us! 

Did this answer your question?