Work Order Management
The Invoices module helps you easily access all the invoices from a single place. You can create invoices, and make payments from here. Create an Invoice To create an invoice: Select Invoices from the Work Order Management menu and click Create. ...
Advanced Lookup Search
In every lookup field, you can perform a search for the lookup value using multiple fields associated to the lookup entity. For example, you can perform a search in the Company lookup field using the Name, Email, and Phone of the company. To perform ...
Service appointments are jobs created for carrying out the services in a work order. These service appointments are assigned to field technicians or crew who will then perform the services at the contact location. As many service appointments as the ...
Requests are initiated to requisition service tasks. Service tasks are the offerings you provide as part of your field services. Contacts can call a customer service agent to raise the request on their behalf. Create Requests To create a request: ...
An Estimate provides a ballpark figure for how much it would cost to provide the services asked for in a Request. Once a request is approved, the estimate can be created for the request. Based on the estimate, the contact can decide whether to ...
Create Work Orders A work order is a record created for executing a contact service request. A Work Order can be created in one of the following ways: From Requests: Use the Convert to Work Order option to create a work order for a request. This ...