Extra Pay Follow Up Evolve

Extra Pay Follow Up Evolve

1. Open Evolve

2. Login

3. Select the Service Order 

4. Select the Log tab

5. Scroll down to the Follow-up section

6. Select the plus button on the right.

7. Select Type

   1. Select Extra Pay

8. Select Assign to

   1. Select “Department, FLW-UP BILLING”

9. Select the date. (The date that you are submitting the follow up on).

10. Enter the follow-up details in the section provided.

    1. Your name and tech number

    2. The time you arrived 

    3. The time you finished

    4. The account number

    5. Explain in detail what you did at the time of service.

       1. “I sealed two roof joints and set 12 large snaps for this rodent no-charge.”

    6. Extra Pay

11. Select “Save” in the top right hand corner. 

Video process here.

Approved by Kenneth Baughman

Approved Norman

Approved, Ben Johnson, COO 04/10/23

Steven Martin