Adding Service Transactions

Entering Service Transactions allows you to track costs related to contracted work or rental equipment you may have used to complete a work order.

How to Enter Service Transactions

On an existing work order, click on the Transactions tab to the right of the work order form.

In the Transactions section, click on Add Transaction and select Service.
Select a Service Type to specify the type of service transaction you are entering.
Type in the name of the Vendor. As you begin typing, a predefined list of vendors will begin to populate. You can also click on the magnifying glass to view the list of vendors. *Note: The list of available vendors is a predefined list of the most popular vendors used amongst Dude clients.
Click the calendar icon to select the Invoice Date. By default, the date will populate to today’s date.
Enter a Total Cost for the service.
Enter a PO # if applicable.
Enter any Notes that pertain to the service.
Click Save to save the transaction.

To edit or delete a Service Transaction on a work order, click on the Transaction Entry.

The Service Entry page will load so you can edit the information. Click the Save button to save the changes.
To delete the transaction, click the red Delete link at the bottom of the entry page.
You will be asked to verify if you want to delete the transaction, click Yes.