Invoicing for Work Orders where Refrigerant was Used
When servicing a refrigerated work orders, technicians can be given the option of entering the refrigerant use at a later time. If the technician chooses to enter refrigerant at a later time, the work order will be blocked from invoicing until the refrigerant use has been entered into Provider Automation.
Note: If the technician selects the option to enter refrigerant use at a later time, they will not be able to do so via ServiceChannel Provider. The refrigerant use will have to be entered via Provider Automation.
Once the refrigerant has been added, by the service provider in Service Automation and the work order has been approved by the client in Service Automation, the work order can be invoiced. The work order’s status will be changed from Completed/Pending Refrigerant Use to Completed/Pending Confirmation to Completed/Confirmed. When the work order reaches the status of Completed/Confirmed the Create Invoice button becomes available, meaning that this work order is ready to be invoiced.
