Service Management
Overview
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About service management
The Service Management module assists in the creation, distribution, and sche...
Service Orders
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Adding a signature to a service order job.
14.1.0 Add 14.3 tagYou have the option to capture a Signature for Service ...
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Adding an item to a job
Within a Serice Order, users can add Items to a Job. These items consist of m...
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Adding a characteristic to a job
Once a Service Order is created and a Job has been added, Characteristics can...
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Adding a skill to a job
Once a Service Order is created and a Job has been added, Skills can be incor...
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Understanding job templates
A Job Template is preconfigured collection of jobs that can be reused on vari...
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Assigning a task to a job
Tasks can be used as specific instructions, added to a Job enforced by sequen...
Scheduling
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Scheduling a service order
Users can schedule Service Orders from the Service Order Scheduling form by d...
Fulfillment
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Defining a service order type
Defining a Service Order Type gives you a way to categorize Service Order Job...
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Defining a service order job task note type
Service Order Job Task Note Types allow you to classify the notes logged agai...
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Defining a service order job time type
Categorizing Service Order Job Time Types allow you to classify and organize ...
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Defining a service order job
Defining a Service Order Job Type in advance streamlines the fulfillment proc...
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Defining a service order job note type
Job Order Note Types are used to better categorize the type of notes that are...
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Defining a service order note type
Note types are used to classify and organize the notes that are recorded agai...