3. TRACS Enterprise Training → Work Order Functions

Work Order Tips and Tricks using Jobs on the Fly


Description
The video demonstrates how to use the "jobs on the fly" feature and other tips for navigating through a large work order efficiently. Ben Dexter begins by addressing the challenges of viewing and managing a large ticket with numerous items before demonstrating shortcuts for minimizing customer information and utilizing drop-down arrows to simplify the view. He emphasizes the importance of leveraging the Epicor catalogue and the "job on the fly" feature for non-generic items.

Dexter illustrates how to create a new job on the fly by highlighting items, right-clicking, and moving them to a new job. He emphasizes the benefit of beginning with the end in mind to make navigation and ticket creation easier. Additionally, Dexter discusses how the feature aids in maintaining profitability by providing visual cues for potential issues.

Difficulty: Intermediate

Content
  • Work Order Tips and Tricks using Jobs on the Fly
Completion rules
  • All units must be completed
Prerequisites