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Service Repair Orders on the Schedule in Lightning

Goal

Repair Orders that  have been created from scratch or that came from a manually created Service Estimate will not show up on the Schedule until you fill them in. In order to add a created repair order or a delivery repair order to the schedule you have to manually input the start and end date.

After reading this article you will be able to:

  • Navigate to a service repair order record
  • Add service repair order to scheduler

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to a Service Repair Order Record

  1. Click the App Launcher icon.

1 Print Technician Copy- App Launcher.png

 

  1. Enter Service Repair Orders in the quick find area.
  2. Click Service Repair Orders.

2 Print Technician Copy- SRO Navi.png

 

  1. Click desired Service Repair Order.

3 Print Technician Copy- SRO record.png

 

Step Two: Add Service Repair Order to Schedule

  1. Preform an inline edit of the Expected Service Start field by double-clicking the pencil icon.

1 Service Repair Orders on the Scheduler- edit icon.png

 

  1. Select date from calendar.

2 Service Repair Orders on the Scheduler- date.png

 

  1. Manually enter the <Service Start Time> in the field.

3 Service Repair Orders on the Scheduler- time.png

 

  1. Enter the Expected Service End.
  2. Click Save.

4 Service Repair Orders on the Scheduler- save.png

 

Schedule

The Service Repair Order will be under the RO's Service Advisor on the scheduler as a grey block with a wrench icon and black borders.

5 Service Repair Orders on the Scheduler- scheduler.png