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