Symptoms Display Within Invoice

[DynaBMan]

Okay, here I am again, trying to figure out what I should do. Let me explain.

I am trying to use the Symptoms feature on our invoices to give a clear Complaint, Cause, and Correction to the customer. I wanted to use ProPack and by the job invoicing, but my boss believes those invoices are too busy and not easily readable. I disagree, but he is the boss. Therefore, I am trying to come up with my own solution.

When I use Symptoms, it places the Symptom between the Work Requested and Work Performed sections of the invoice. To my way of thinking, that placement is unclear on the invoice. I would like to have the Symptom above the Work Requested and Work Performed sections.

Ideas and suggestions? I am actually thinking about using a lot of copy and paste and create my own Symptoms in Work Requested, with notes and actual labor performed in Work Performed.

[Johnny5]

I like this notion... I looked at the report template and with a bit of editing I can force the symptom to the top - what do you forum members think of changing the invoice to do this:

2014-10-29_14-26-11.gif (13.81 KiB) Viewed 10647 times

[Jeff @ Able Auto]

Like it!

[DynaBMan]

I like this notion... I looked at the report template and with a bit of editing I can force the symptom to the top - what do you formum members think of changing the invoice to do this:

2014-10-29_14-26-11.gif

Absolutely!! Tell me which file and the edit needed and I'll gladly hack away.

[brianp87]

Im ok either way ive been dealing with the other way long enough Ive worked around it.

[Johnny5]

I like this notion... I looked at the report template and with a bit of editing I can force the symptom to the top - what do you formum members think of changing the invoice to do this:

2014-10-29_14-26-11.gif

Absolutely!! Tell me which file and the edit needed and I'll gladly hack away.

To modify the file necessary, you would need Crystal Reports v11.5

[DynaBMan]

I like this notion... I looked at the report template and with a bit of editing I can force the symptom to the top - what do you formum members think of changing the invoice to do this:

2014-10-29_14-26-11.gif

To elaborate further, I think the symptom at the top lays out the invoice the way it should be laid out. The concern, ie. symptom, work requested, and then work performed. It should be easily understood by the customer.

[DynaBMan]

I like this notion... I looked at the report template and with a bit of editing I can force the symptom to the top - what do you formum members think of changing the invoice to do this:

2014-10-29_14-26-11.gif

Absolutely!! Tell me which file and the edit needed and I'll gladly hack away.

To modify the file necessary, you would need Crystal Reports v11.5

We just updated to ShopKey 6.5.42 this afternoon. Is Crystal Reports v11.5 included in that update? I'm not sure how that works.

[DynaBMan]

Im ok either way ive been dealing with the other way long enough Ive worked around it.

How have you been able to work around it?

[brianp87]

This is what my tech worksheets look like.

[DynaBMan]

What about your invoices? I am interested in how you manage that.

[brianp87]

This is what my invoices look like. Ive been doing the same thing so long im not sure how it is different

[mspecperformance]

Great post, I'll have to look at how our invoices are formatted. I do disagree with your boss about ProPack. It is great and I would never ever go back to using a stock invoice. I've had so many compliments from the new invoices.

[DynaBMan]

Great post, I'll have to look at how our invoices are formatted. I do disagree with your boss about ProPack. It is great and I would never ever go back to using a stock invoice. I've had so many compliments from the new invoices.

I think the ProPack by the job invoices would be perfect, but it isn't my decision to make. If it were, I would go to them in a heartbeat. Oh well....

[DynaBMan]

I have started using my own "Symptoms" canned job. I can use the Quick Menu to access it and then fill in the information, as needed. I use one job for each customer concern and then build the invoice as if it were going to be by the job. This results in the symptoms and subsequent labor and notes being organized by the job, with the parts on the opposite side of the invoice. It's not perfect, but it's the best thing I can come up with.