Date post: | 15-Aug-2015 |
Category: |
Business |
Upload: | joyannmarcus |
View: | 10 times |
Download: | 0 times |
Group by any column by dragging the column and placing it in the grouping area. You may also filter by any column.
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Create work orders without assigning it to a Service Provider or Technician.
• Case : Work orders may be created without assigning it to a Service Provider. (just don’t select a service provider when creating a work order)
• Case : Often times when a customer calls with a service request, you need to schedule but do not want to assign a Service Provider. Create a Service Provider called “Unassigned” for such cases. Later when you have decided who to assign it to, change the Service Provider. (“Unassigned” is not a chargeable user)
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Add “Work Description” and “Work Resolution” as line items in the invoice by clicking “Yes” in the selection below.