Services

[davesterry@…]

Create a services module that will allow individual job sessions to be entered. The job sessions will be later assembled into an invoice that can be emailed to a customer. This will be useful for companies that perform onsite work/service/contracting and need to send an invoice on a periodic basis.

Current Scope from Forum

* Add some fields I need to the lineitems table. Lineitems will in this way serve double duty as normal lineitems to normal invoices and as jobs to my automatic invoices. Most of these are just fields I need for more of a description about my onsite visit.

* I noticed that adding a lineitem to the invoice reads the lineitems for an invoice deletes them all sand adds them back. Since I have more fields I'm putting in via my jobs form, I'm never going to set the invoiceid. Instead I've created an autoinvoiceid that will be used to assemble the jobs into a periodic invoice.

* Creating a Jobs form and search tool based on the Orders/Invoices? form.

* Creating a billingtype table to list things like billing frequency, days due, discount, discount days, hourly/flat-fee. Rate will stay as the cost part of the product for the service.

* In choices, creating my choices for billing type to appear on the job addedit form.

* I'm doing this all as part of a module I'm calling services.

[brieb]

Can we get a status report on this module?

[davesterry@…]

I've upgraded to 0.7 and am continuing to work on this after a long break. So far on 0.62, I created a new lineitems_addedit.php, lineitems_addedit_include.php, and lineitems_functions.php based on the same files for invoices. I built a new form that has all the fields I wanted and am able to create a new record with that form but cannot edit an existing record. I've also created several .sql files for my service module's install folder. Having the bms module in there as an example is a great help. Installing what I have in 0.7 should be enlightening....

[davesterry@…]

I'd like to place this module on hold indefinitely. I think I may be doing something too specific with what i've built before that may not benefit the project as something more general like recurring invoices. You can close this ticket if you'd like.

[dsterry]

includes new form with add and edit functionality

[dsterry]

I take that bit back about closing the ticket...there may be a way to get it all working the way I want.

[Andi]

Hmm, lots of problems with the table imports for me. Have PM'd you the output via the forum.

[anonymous]

Hi dsterry. Could you give some instruction how to install module?

[Vilyamzx]

Hello! great idea of color of this siyte!

[matt@…]

New feature request (as i could not get the services addon to work)

Service Jobs

Similar to a task * To create a service job * Link service job records to a client * To keep record of client hardware details; Fields for Details (CPU, RAM, HD, etc), passwords, other, etc. * to add product / inventory to service jobs * Finalize button to auto create a sales order / invoice * Customer Book / Check in Print (Detailing Service Jobs details, such as technician / staff user looking after job, Job number, estimated date of completion. *Records amount of time spent on a service job.

[anonymous]

EXCELLENT stuff! please include this!

[leftlink]

Even though this appears to be a great addition, as the software nears 1.0 it makes sense to ensure that any new additions are very smoothly integrated into the software. To do this it makes sense to have a conversation about this module and what modifications or additional documentation is needed to make sure this happens.

It appears that the module has some of the functionality that is present in PHPAGA -- i.e. the ability to record hours spent for a client. This is key functionality but rather than call it a "services" module why not call it "timetracking". I.e. a way to add hours spent working for particular client in advance of creating the invoice (bill) for the time spent.

I am recommending that the milestone be delayed until after 1.0 -- and until the creators have supplied at least 2 pages of documenation for the module. A half page description of what it does is not quite enough.

-rich

[david@…]

After 3 years, I've created and have a somewhat workable solution to this problem. Taking into consideration leftlink/rich's comments above, I'm calling it Time Entry for phpBMS. I haven't written a couple pages of documentation yet but I've made some progress. Here's a thread about it in the forum:  http://phpbms.com/forum/viewtopic.php?f=5&t=722&sid=4cab499d13433087ee66ee7de78da674

[anonymous]

Replying to dsterry:

phpbms

www.dima-voyages.com

[anonymous]

Replying to anonymous:

Replying to dsterry: phpbms [www.dima-voyages.com]

phpbms