Utility Service Orders
Field work at a premise — start, stop, transfer, meter install or exchange, re-read, disconnect, reconnect, leak, high bill — assigned to a crew member and completed with the read or the new meter.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Field Service
- Screen: Utility Service Orders
Address in the console: /crm/util-service-orders
List · 12 columns · 3 fields on its form · 4 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Order | Code | order_no |
| Work | Status | order_type |
| Priority | Status | priority |
| Status | Status | status |
| Account | Code | account_no |
| Address | Text | address_line1 |
| Meter | Code | meter_serial |
| Scheduled | Date | scheduled_date |
| Assigned to | Text | assigned_to_name |
| From | Status | source |
| Life support | Yes or no | life_support |
| Raised | Date and time | created_at |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Priority | Choice | low, normal, high, emergency | |
| Scheduled | Date | ||
| What to do | Long text |
What you can do here
Assign
Asks for: Technician* When
Start
Complete primary
Asks for: Read (or the old meter's final read) New meter serial New meter start read Waive the reconnect fee because What was done
Cancel
Asks for: Why*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.