Sage 300 CRE

Service Management User Guide

Introduction to work order, dispatch board, time entries, customer invoices, service agreements, inventory, and more!

Document Summary

Looking to get the most out of Sage 300 CRE Service Management? This new how-to guide explains the must-know steps for work order, dispatch board, time entries, and customer invoices. Small jobs, service agreements, and inventory is covered as well.

What You’ll Learn in This Procedure Guide

This how-to guide will show you the typical process for Service Management tasks, including the most current steps to complete tasks, such as work order, dispatch board, invoices, service agreements, and more!

Once you have completed this how-to guide, you will feel comfortable completing any of the essential Service Management tasks for Sage 300 CRE.

By completing this Procedure Guide, you will:

  • Learn the process for work order.
  • Learn the typical process for dispatch board.
  • Learn how to enter time entries.
  • Learn the typical processes for customer invoices.
  • Learn the typical processes for service agreements.
  • Learn inventory processes..

If you have any questions while reviewing this documentation, we encourage you to contact us at (877) 213-3860. We are always here to help!

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