Service Orders

A Service Order (SO) is a Service Request line that’s been turned into a paid (or no-pay) commitment to a vendor. The test database has 45,504 service orders.

At a glance

• An SO converts a Service Request line into a real commitment to a vendor.
• Lifecycle: CSR picks line → assigns vendor + deadline → SO row inserted → confirmation tracked separately for the homeowner and the vendor → trade does work → bill flows to BC like any construction PO.
• Linked many-to-many to SR lines via ServiceOrderServiceRequestLine.
• Trades see SOs as work orders in the Trade Portal (work-orders.aspx).

How a SO is created

1CSR picks a Service Request line needing trade work.

2Selects a vendor (AssignedVendorID) and a deadline (DeadlineDate).

3SO row inserted into ServiceOrder with an SONumber, SOAmount, and SONote.

4Linked to one or more SR lines via ServiceOrderServiceRequestLine.

5Confirmation tracked separately for the contact (ConfirmContact) and the vendor (ConfirmVendor).

6Trade does work; CSR enters CompletedDate.

7Bill flows to BC through the same transmission pipeline as construction POs.

Tables

The header is ServiceOrder; the link to SR lines is ServiceOrderServiceRequestLine. Reporting and the CSR dashboard run off the vw* views.

Full Service Order table reference

Table	What
ServiceOrder	The header.
ServiceOrderServiceRequestLine	Many‑to‑one bridge to lines.
vwServiceOrder	Joined reporting view.
vwServiceOrderManagement	The CSR dashboard.
vwServiceOrderRequestLine, vwServiceOrdersNotCompleted	Open work.
ServiceOrderNotification (utility)	Sends emails / texts.

The ServiceOrder columns

The ServiceOrder row carries identity, timeline, money, and confirmation fields. Most queries only touch AssignedVendorID, DeadlineDate, and CompletedDate.

All ServiceOrder columns

Column	Purpose
ServiceOrderSysID	PK.
ServiceRequestSysID	Parent request.
AssignedVendorID	Trade who will do the work.
IssuedDate, ScheduledDate, DeadlineDate, CompletedDate	Timeline.
ScheduledTime	Free-form (e.g. “9–11 AM”).
SONumber, SOAmount, SOEstimate, SOTaxAmount, Taxable	Money.
ConfirmContact, ConfirmVendor	Two-sided confirmation.
SONote	Free-form notes.

Where in the apps

App	Where
Blazor Warranty	Pages/ServiceOrders/
Trade Portal	work-orders.aspx (vendor sees open SOs as work orders)
SMART 2.0	service/ — primary
Blazor Warranty	Service order dispatch in some divisions

Common queries

Service orders past deadline and not completed

SELECT  so.SONumber, so.AssignedVendorID, v.VendorName,
        so.DeadlineDate, sr.ProjectID, sr.BuildingID, sr.UnitID
FROM    dbo.ServiceOrder so
JOIN    dbo.ServiceRequest sr ON sr.ServiceRequestSysID = so.ServiceRequestSysID
JOIN    dbo.Vendor v          ON v.VendorID = so.AssignedVendorID
WHERE   so.CompletedDate IS NULL
  AND   so.DeadlineDate < CAST(GETDATE() AS date)
ORDER BY so.DeadlineDate;