Using Work orders in Sage Service Operations and Assignments in Sage Field Operations

Jul 10, 2020

Sage Construction Screen

The methodology, tools, formulas and queuing systems used to establish a proper schedule will vary based on industry, staffing, budget constraints, and experience.  However, for scope of this article it’s reasonable to assume we can all agree on the value of proper scheduling.  

For companies that utilize shared labor resources between construction projects and service activities, the scheduling objectives require proper planning and scheduling to ensure that construction projects and/or service work orders are completed on time and within budget.  However, there are some distinct differences between construction and service scheduling.

Construction Scheduling

A planned construction schedule not only helps in outlining the pace of work but also how the work will get done.  The schedule helps in defining the methods and sequence in which the materials are going to be put in place.  Besides the scope of work, in order to design the right schedule and maximize efficiency, the scheduler needs to take into consideration all the connections involved.   While it’s an extreme example, if you were building a house, it wouldn’t be prudent to put the sheet rock-up before installing the insulation.

Benefits of making a construction schedule before the work begins

  1. It reduces the risk of surprises and allows for planning for contingencies
  2. Allows for control over projects to the lowest level of detail
  3. Provides for maximizing quality control measures to properly sequence the work and make sure the right quality and quantity of material are used at each step.
  4. Allows for planning for utilization of resources such as equipment and labor
  5. Allows for maximizing cash flow to purchase materials at the right time
  6. Proper construction scheduling also allows you to establish proper lead time to your business partners such as the client, designers, vendors as well as subcontractors so they can better plan their activities for their business partners
  7. Proper planning all the activities with the help of a schedule allows you to improve safety performance and ensure proper protection for all the workers at the construction site.
  8. Proper scheduling also allows you to save money as you will know the activities that need to be done during cold weather allowing you to put pricing protection measures in place.

Service Scheduling

On the other hand, Service schedules are typically made up work orders describing a request for service.  Work orders tend to be smaller in scope compared to a construction project.  Like a construction project, there are elements of predictability in preparing a service schedule.  Specifically, companies that perform seasonal services and/or offer preventative maintenance services.   However, service operation schedules are more dynamic due to the nature of service.  Although there are differences planning for service

Benefits of making a service schedule

  1. Establishing expectations to the customer
  2. Visibility to un-assigned service requests
  3. Visibility to your field technicians
  4. Provides flexibility in re-assigning resources as necessary
  5. Allows for planning to perform services in specific services area/zone
  6. Proper service scheduling allows for projecting revenue on daily basis
  7. Depending on the nature of the service, assess the need for additional resources

Enter Sage Service Operations (SSO) and Sage Field Operations (SFO)

Sage Service Operations and Sage Field Operations provides the scheduling tools entering assignments for jobs and work orders

Using Assignments in SFO

The estimate establishes the budget and phases on the job read by SFO.  Using assignments in SFO establishes visibility on the dispatch board to “assign” the necessary resources in terms of manpower and equipment.  For enhanced resource management, SFO also supports the use of dependencies to provide visibility where a phase is dependent on another.

There are different ways to navigate through the software to assign a resource to a job.   The steps below are how to assign resources to a job using the assignments option from the dispatch board

  1. Select more
  2. Select + Assignment (Add assignment)
  3. Select Job
  4. Select Job
  5. Select cost code
  6. Select category
  7. Select assign to.  You can select more than one person
  8. Select priority
  9. Enter start and end
  10. Enter description (if applicable)
  11. Enter assignment (if applicable)
  12. Enter dependency (if applicable)
sage field operations job lookup

Sage field operations assignment

sage field operations employee assignment

SFO scheduling

SFO add assignment

Using Work Orders in Sage Service Operations (SSO)

Using work orders provides bi-directional communication between back office and technician.  Establishes visibility appear on the dispatch board

There are different ways to navigate through the software to assign a resource to a work order.   The steps below are how to assign resources to a job using the assignments option from the dispatch board

  1. Select More
  2. Select +Work Order (Add work order)
  3. Enter Address/customer name in service site lookup field
  4. Enter pertinent work order detail
    • Problem
    • Call Type
    • Priority
    • Estimated repair hours
    • Assign date
    • Assign time
    • Assign to
    • Description/Reason (place holder to enter brief scope)
  5. Generate work order
Sage Service Operations Work Order

sage-service operations generate wo

sso employee

sso calendar

Want More on SSO or SFO?

Click below to learn more about using work orders and assignments in Sage Service Operations (SSO) or Sage Field Operations (SFO)

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