eBS: Multiple Segments

What are segments?

Multiple segments on a repair work order allow you to break a single job into distinct sections based on specific tasks, equipment areas, or components needing attention.

Segmenting your work orders helps you:

• Streamline Tracking & Management: Easily track progress, assign responsibilities, and manage resources across different parts of a complex repair.
• Consolidate Billing: Group all completed work onto a single, clean invoice for the customer.
• Batch Equipment Maintenance: Combine multiple assets into one parent job. For example, rather than creating 90 separate work orders for a customer like ABC Warehouse, you can manage preventive maintenance (PM) for all 90 pieces of equipment inside a single Planned Maintenance work order.

Where can I create multiple segments?

Multiple segments are created directly in eBS and automatically synced to Tinnacity as individual work orders. Each segment inherits the parent work order number followed by a dash and its specific segment number (e.g., Parent: SVO411793 | Segment: SVO411793-1).

Technicians can view any child work orders assigned to them directly within their WIP list:

How can a technician view all segments at once?

In the Service app, the work order details screen displays the original work order number in the ‘Reference’ field and the number of related work orders assigned.

Optional: Additional Features in the Service App 

Enabling Checklist Bulk Actions (OK All, N/A All) under Company Settings > Service Settings unlocks two workflow shortcuts for technicians on work orders with "Related Work Orders."

Important: Enabling this setting affects all work orders with checklists, not just segmented ones. It allows technicians to mass-answer every question in a checklist with a single tap.

These options include:

• Mass Complete Checklists
• Mass Move to Customer Review

Mass Complete Checklists

This feature automatically marks every checklist item across selected work orders as [OK]. Technicians can then jump straight to the items that need attention to add photos and comments, saving significant time on manual entry.

1. While in one of the work orders with 'related work orders', press the [eye] icon in the 'Related Work Orders' field.

2. Press [OK for Unanswered].

3. Press [YES] to answer all questions or press [CANCEL] to go back to Step 1.

4. Pressing [YES] in the previous step marks all checklists results as OK.

Mass 'Move to Customer Review'

This feature lets technicians update multiple work orders to Customer Review status simultaneously. Note: Any work order with mandatory requirements—such as a required number of photos or work notes—must be fully completed before it can be batch-updated.

1. While in one of the work orders with 'related work orders', press the [eye] icon in the 'Related Work Orders' field.

2. Press [Move to Customer Review]. NOTE: If the work order type requires a specific number of pictures or work performed notes, these requirements must be completed before it can be included in the 'mass move to customer review' process.

3. All work orders meeting the work order type's requirements are listed. Press [YES] to update the work order's status to 'Customer Review'. Or, press [CANCEL] to go back to the previous step.

4. The technician can now batch sign work orders using the 'Sign Multiple Work Orders' feature. The available options include:

   
   

   [Select All]: Selects all work orders for customer signature.

   [Select Only OK]: Selects only the work orders where all checklist items are marked as [OK]. This option allows the technician to individually review work orders with checklist items that have responses other than [OK].

   [Deselect All]: Clears all selected work orders, allowing the technician to start the selection process over.