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Service

Create and manage customer service requests.

28 articles
Adding a Warranty Company
Adding Items and Parts to a Service Request
Adding Notes from the Service Order Report
Adding Trips to Service Requests
Assigning a Technician to a Service Request
Bulk Assigning Service Orders
Completing Service Requests
Creating a Non-Warranty Service Request
Creating a Service Request Packet
Creating a Warranty Service Request
Creating Service Request with Purchase History
Customer Hold Settings on Service Requests
Editing Items on a Service Request
Enhanced Service Request Reports for Better Payment Tracking
Locating and Viewing Existing Service Requests
Managing Service Request Statuses
Past-Due Service Requests Status
Rescheduling Service Requests
Service Request Statuses
Setting a Vendor as an AR Customer
Setting Tax Rates for Warranty Companies
Setting Up Technicians
Share and Print from the Service Request Screen
Date of Occupancy Field for Enhanced Service Requests
Sharing Scheduling Job Information w/ Technicians
Track Status Description Changes in Service Request History
Using the Action Buttons in the Service Request Report
Using the Service Request Report