I have already done this, but thank you for the response, it is appreciated.

I’ve seen a few instances where they used Work Orders for this. Instead of manufacturing something they made an assembly of “service hours” then technician can add components to the WO that get used during calls to remove them from inventory. Also add their total hours worked, etc When the WO is completed you can invoice the customer for the work performed There are also a number of 3rd party apps for field service. Like Service Now and Shepherd

Thank you for the feedback. We are using something called Next Service. We create a task in the work order and the technician gets assigned to the task. The task can be complete, but the work order. Our parts are all driven from Sales Orders, which drives a work order which in turn drives a task.

I see. So all the data you are looking for is coming from the WO? Or the task and WO?

No the data is coming from multiple sources; work orders, sales orders, projects and tasks. I can modify searches to bring in data from work orders or sals orders, but not both in he same search.

Yeah that is tough. Once you get projects involved it gets way more complicated. We needed up having to export a few searches and then combine everything in Power BI for our project based reporting

@Michael Cummings add a list/record field to one or the other so you can join to is via saved search

Thank you Tristan. This is something I would need to learn how to do.

The project is a native field on both SO and WO. You should already have a join there

Let me see what I can do. I appreciate the feedback.