1. Texada Knowledge Center
  2. Texada Web
  3. Edit or View the Details of Something

Add and Edit a Service on a Work Order in Texada Web

Describes how to add a service and edit the details of the service on an existing work order in Texada Web.

Type

How to

Audience

Texada Web Counter or Service Manager

Products

Texada Web, Texada Mobile, SRM

In This Article

Context

Add a service to a work order to cover any additional expenses incurred by an operator that was not covered by the original terms of the work order. 

For example, your technician relocated a piece of equipment to a different site while carrying out a maintenance work order. The service manager opens the work order and adds the relocation service fee to the work order. When the work order is completed, the SRM (Systematic Rental Management) application administrator closes the ticket and the customer is billed for the original work order as well as for the additional services. 

Note: The list of services in a work order is created in and drawn from SRM. As such, this functionality is only available if you have SRM. 

Before You Begin

Required: Internet connection; valid Texada Web login credential and permissions; existing services; SRM integration

Optional: Mobile device with an internet connection

Steps

Add a Service to a Work Order

  1. In the Texada Web menu bar, navigate to Work Orders > List
    The list of existing work orders opens in the main area
    FLWAWorkOrderAddService1
  2. In the list of work orders, click the work order you need to add the service to
    The work order details page opens in the main area
    FLWAWorkOrderAddService2
  3. Scroll to the bottom of the page and click the SERVICES tab
    The SERVICES panel opens
    FLWAWorkOrderAddService3
  4. In the SERVICES panel, under Add a Service, click the Search by service # or description field
    The list of services expands to display any existing services
    FLWAWorkOrderAddService4
  5. Type information about the service, such as the name or description in the field
    The list of services is narrowed to reflect your search term
  6. Click the service you need to add to the work order
    The service is added to the list of services on the work order
    The Service Subtotal amount is updated to reflect the total cost of all services in the listFLWAWorkOrderAddService5
  7. Click Save
    The updates are saved

Edit a Service on a Work Order

  1. In the Texada Web menu bar, navigate to Work Orders > List
    The list of existing work orders opens in the main area
    FLWAWorkOrderAddService6
  2. In the list of work orders, click the work order you need to add the service to
    The work order details page opens in the main area
    FLWAWorkOrderAddService7
  3. Scroll to the bottom of the page and click the SERVICES tab
    The SERVICES panel opens
    FLWAWorkOrderAddService8
  4. Within the SERVICES panel, click edit FLWAWorkOrderAddService9next to the service you need to edit
  5. The Edit Service Details pop-up opens
    FLWAWorkOrderAddService10
  6. Use the existing fields to make any updates to the service
  7. Click Save
    The updates are saved

Related Articles