Add an Attachment to an Existing Service Request

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• Add an Existing Customer to a Service Request Record - Service Request

  If you have a customer and their information already registered in NEXGEN, you can quickly add them to service requests by following the steps below. Navigate to the Service Request Module To navigate to the service request module: In the top left of ...

• Add Attachment to an Existing Condition Assessment

  Back Tap on Condition Assessment module from the left side menu Tap on an existing Condition Assessment Tap on Attachment tab Tap on the Upload icon Choose where to upload the image from Select the image from the location Enter a new image name is ...

• Add Attachment to an Existing Inspection

  Back Tap on Inspection module from the left side menu Tap on an existing Inspection Tap on Attachments tab Tap on Upload icon Chose where to upload the image from Select the image form the location Enter a new image name if required and choose the ...

• Add a Resource to a Service Request - Service Request

  Adding time in NEXGEN is done by adding the names of any employees or equipment who worked on the service request to the Resource tab. This feature is used to log labor time on records for job costing purposes. To learn how to add resources to a ...

• Add a New Customer to a Service Request Record - Service Request

  If you need to add an additional customer and their contact information to a service request, you can do so in the Customer tab. See below for instructions on how to do so. Navigate to the Service Request Module To navigate to the Service Request ...