Defining a service order job

Defining a Service Order Job Type in advance streamlines the fulfillment process by giving your team a standardized set of options to select from, rather than creating new entries from scratch each time a job requires completion. Consistent job types ensure that orders are categorized accurately, routed correctly, and reported on uniformly.

To define a Service Order Job Type:

  1. Navigate to the Service Order Job Type module.
  2. Select the Add button from the form header.
  3. Check the System box.
  4. Fill in the fields.
  5. Select Save.

 

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