--- title: SERVICE MANAGER - Add New Service Work Order description: Establish groupings and subtotals for Parts and Labour on Work Orders and Invoices --- [Skip to content](https://cs.geminilogic.com/en/manual/service-manager-add-new-service-work-order#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. [User Manual](https://cs.geminilogic.com/en/manual?hsLang=en) 2. [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en) # SERVICE MANAGER - Add New Service Work Order ## Establish groupings and subtotals for Parts and Labour on Work Orders and Invoices ### ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-06-54-39-PM.png) - Access - **Sales** module - click ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-08-51-00-PM.png) **New Work Order** from the Sales Orders List         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-08-59-80-PM.png?width=577&height=239&name=image-png-Sep-05-2022-03-08-59-80-PM.png) - - - the advantage of using the **Work Order** type is the ability to distinguish a separate numbering sequence / prefix and / or a colour coding, as established in Company Settings \> Sequence Numbers (in this case the number has been prepended with a ‘W’ and designated to be orange in the order list)![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-09-07-54-PM.png)![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-09-20-53-PM.png) - select **Customer** - click into **Service Info** tab           ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-07-00-54-4815-PM.png?width=549&height=538&name=image-png-Jun-04-2023-07-00-54-4815-PM.png)  - - - ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-10-17-13-PM.png) Browse for **Asset Tag** or **Unit No** from the selected Customer’s list of Equipment - **Reading** - accept or change the default reading type of **Steps** or **Hours**, as established in the Equipment item setup - enter the **Current Reading** - **Order Info** - **Estimate** entered here may be printed on the Work Order (requires report customization) - **Purchase Date** as established in the Equipment item setup can be accepted or changed - **Reference Number** may be entered - **Service Info Notes** may be entered - **Service Info History** displays all previous Service invoices for this Equipment item - ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-10-55-25-PM.png) View invoice for re-print (or double-click the line to open) - ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-10-55-25-PM.png) **Edit** non-financial fields - **Ship To Name** - **Contact** - **Ship Via** - **Salesperson / Territory** - **Reference No** - Grouping and subtotals on a Work Order - establish the group using the ![SalesOrderAddJobHeader](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderAddJobHeader.png?width=20&height=28&name=SalesOrderAddJobHeader.png) **Add Job Header:** - **![SalesOrderJobHeaders](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderJobHeaders.png?width=688&height=259&name=SalesOrderJobHeaders.png)**  - continue to enter Parts under each Job Header for Parts and Labour (see [Service Work Order Parts Set Up](https://cs.geminilogic.com/en/manual/service-manager-inventory-item-setup-for-service-work-orders?hsLang=en)) - fill information in the rest of the Sales Order tabs as described in [Sales Orders - Add Manually](https://cs.geminilogic.com/en/manual/sales-orders-adding-new-orders-manually?hsLang=en) - **Add multiple Work Orders -** see [Sales Orders Import](https://cs.geminilogic.com/en/manual/sales-orders-import?hsLang=en) - talk to your Spire Partner about getting subtotals on Work Orders / Invoices for these Job Headers - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/manual/analytics-for-spire?hsLang=en) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/manual/spire-user-manual-system-overview?hsLang=en) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-user-settings?hsLang=en) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#main-content) - [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/manual/spire-user-manual-price-matrix?hsLang=en) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-purchase-orders?hsLang=en) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/manual/spire-user-manual-user-defined-fields?hsLang=en) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/manual/spire-user-manual-job-costing?hsLang=en) - [HubSpot](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#main-content) - [Updates](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#updates) - [Gemini Logic](https://cs.geminilogic.com/en/manual/gemini-logic?hsLang=en) - [Shipping](https://cs.geminilogic.com/en/manual/shipping?hsLang=en) - [Sales Taxes](https://cs.geminilogic.com/en/manual/sales-taxes?hsLang=en) - [Spire User Manual](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#main-content) - [Customers](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#customers) - Home - Products - Pricing - Blog - Company [![Chill listening crop-3](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?width=77&height=24&name=Gemini%20Logic%20-%20Black-1.png "Chill listening crop-3")](https://www.geminilogic.com/) Gemini Logic Copyright © 2026, 9858733 Canada Inc. (Gemini Logic)