The Interventions screen enables you to review the projected and actual costs of an intervention, and add the final billing for thorough financial tracking. This guide walks you through the process.
Start from: The Easilys menu.
- Select Equipment > Interventions.
- Select the intervention record.
- Go to the "Costs" tab of the intervention record.
The table summarizes the projected and actual costs according to the elements that have been entered throughout the management of the intervention.
- Select + Add to add a billing record.
The blank "Costs" record is displayed on the screen.
- Complete the requested information. Those followed by an asterisk are mandatory.
- Select Save to validate the addition of the costs record.
Originally published at https://help.mapal-os.com/easilys/equipment/interventions/view-projected-and-actual-intervention-costs-and-add-final-billing/
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Articles in this section
- Generate an intervention record
- Add and complete an intervention
- Add a quote to the intervention record
- View projected and actual intervention costs and add final billing
- Status options for an intervention sheet
- Reject or accept a quote submitted on a work order
- Configure notifications and the authorized validation limit for quote management
- Validate or refuse maintenance intervention requests
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