2. Group by any column by dragging the column and placing it
in the grouping area. You may also filter by any column.
FilterGroup
3. 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.
In such cases, create a user called “Unassigned”. Later when you
have decided who to assign the work order, change the Service
Provider. (“Unassigned” is not a chargeable user)
1
2
4. Add “Work Description” and “Work Resolution” as line items
in the invoice by clicking “Yes” in the selection below.
5. Work Order numbers may be changed to your own number
when adding a new work order.
6. Work Order numbers may be changed to your own numbers
when adding a new work order.
