Tango Connect 2024

CLOSEOUT AND INVOICING

• Slide 1: Managing Facilities in Tango, Oversight & Maintenance
• Slide 2
• Slide 3: Your presenters
• Slide 4: Agenda
• Slide 5: Intro/Concepts
• Slide 6: Intro & High-Level Process
• Slide 7: Service Request to Work Order Process
• Slide 8: Role Based Access Criteria
• Slide 9: Real World Examples
• Slide 10: Setup/Fundamentals
• Slide 11: What You Need to Set Up First
• Slide 12: the Matrix
• Slide 14: Locations and Users
• Slide 15: Vendors and Preferences
• Slide 16: Work Order Configuration
• Slide 17: The Service Request
• Slide 18: Service Requests
• Slide 19: General User/Basic Requestor
• Slide 20: Requestor – Direct Entry
• Slide 21: Facility Manager/Maintenance Team/Call Center
• Slide 22: External/3rd Party Processes
• Slide 23: Work Order Configuration
• Slide 24: Service Request/Intake – Questions?
• Slide 25: The Work Order
• Slide 26: Providers
• Slide 27: Providers
• Slide 28: Added Options
• Slide 29: Facility Manager Override
• Slide 30: Estimates
• Slide 31: Related Work Orders
• Slide 32: Closeout and Invoicing
• Slide 33: Closeout
• Slide 34: Invoice
• Slide 35: Invoice
• Slide 36: Invoice
• Slide 37: Invoice
• Slide 38: Final Thoughts
• Slide 39: That was a Lot of Concepts & Options
• Slide 40: Questions/Comments?
• Slide 41: Maintenance Resourcing