Work Order Management
Service Reports
A service report can be created for an appointment. It will capture the details of the service appointment, the associated contact details, and other inputs of customer acknowledgement such as signature, and rating. - Permission Required: Service ...Service Tasks
Service tasks are subtasks or child tasks that you can add to a service. When you want to handle a service that is a composite task consisting of several activities, then creating service tasks for the service will come in handy. For example, ...Invoices
The Invoices module helps you easily access all the invoices from a single place. You can create invoices, and make payments from here. - Permission Required: Invoices - Find out the Edition-specific limits for Invoices. Create an Invoice To create ...Service Appointments
Service appointments are jobs created for carrying out the services in a work order. These service appointments are assigned to field agents or crew who will then perform the services at the contact location. As many service appointments as the ...Requests
Requests are initiated to render services to customers. Services are the offerings you provide as part of your field services. Customers can contact a call cent agent to raise the request on their behalf. Permission Required: Requests Create Requests ...Estimates
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 ...Work Orders
Create Work Orders A work order is a record created for executing a contact service request. Permission Required: Work Orders A Work Order can be created in one of the following ways: From Requests: Use the Convert to Work Order option to create a ...
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