Bill customers for maintenance work

Completed

Making it easier to bill your customers for the work you provide, the Work order billing feature lets you create, process, and bill for maintenance work that your company provide on customer owned assets.

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This feature introduces capabilities that add efficiency and transparency when you create, process, and bill maintenance work, including:

• Create maintenance work orders on assets owned by your customers.
• Register time, material, expenses, and fees when processing work on assets owned by your customers.
• Bill customers for maintenance work done on assets owned by those customers.

It lets you do the following:

• Connect customers to the assets they own.
• Select a customer and view the assets that a customer owns when you create a work order.
• Set up a parent project for each customer.
• Automatically copy the project contract from a customer's parent project to the relevant work order project.
• Register hours, items, expenses, and fees against the work order and afterward create an invoice proposal for the customer.
• In addition, Asset Management can use the Fee project transaction type both on work order forecasts and work order journals.

For more information on how to enable this feature, see Bill for maintenance on customer-owned assets.