Source Step 15 - Work Order: RELATIONS tab (empty)

FS v2 mobile design reference - supporting browser screenshot and extracted notes

Top Level
Source step 15 screenshot Click image to enlarge

15 — Work Order: RELATIONS tab (empty)

Description

Relations tab (empty). Links the Work Order to people, companies or other business documents (e.g. warranty payer, insurance, property manager).

Screen

Work Orders form — header "Maintenance". Active tab: RELATIONS.

Tabs (top)

SUMMARY, ESTIMATES, TASKS, MATERIALS, WORK TICKETS, ACTUALS, INVOICES, PREPAYMENTS, DEFAULTS, RELATIONS, ACTIVITIES, GL ACCOUNTS. Process buttons: Complete Order, Prepare Invoice, Create Work Ticket.

RELATIONS tab contents

Toolbar: +, Pencil, Clipboard. Columns: Role, Type, Document, Description, Status, Document Date, Owner, Account, Name.