To create a new invoice, you must do the following:
- Log into SuccessWare21
- Click on the 21 icon
- Click on Customer Service
- Click on Call Center
- Double-click on the job in question
- Press F10
- Click the + button in the top-left corner of the invoice screen (to the right of the invoice number)
Hit Yes to the prompt asking if you would like to create a new invoice for the job
Right-click on the current job on the call center, and choose Add Call, and then Browse
Click and drag the call from the bottom-left box up to the tech's schedule.
Choose No on the Keep Assignments pop-up.
If the technician is already marked as onsite, they must tap the Reload Assignments button under the Settings menu in SWRemote.
If you require further assistance on this topic, please reach out to SuccessWare21’s support team -