Add Existing Customer to Service Request

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• Add New Customer to Existing Service Request

  Back Tap on Service Request module Tap on an existing Service Request Tap on Customers tab Tap on + New Customer Tap on Add as Customer Fill in the details Tap Done Note: You can also use Action button to add a new customer to the Service Request

• Add Attachment to an Existing Service Request

  Back Tap on Service Request module Tap on an existing Service Request Tap on Attachments tab Tap on the Upload icon Choose where to upload the image from Tap OK to allow the iPad to access your photos Select the image from the location Enter a new ...

• Add Resource to an Existing Service Request

  Back Tap on Service Request module Tap on an existing Service Request Tap on Resources Tap on + Resource To choose an employee, tap on the Resource Name and choose a name from the drop down. Add the Date (if it's difference that the one ...

• Add Attachment to an Existing Work Order

  Back Tap on Work Order module Tap on an existing Work Order Tap on Attachments tab Tap on the Upload icon Choose where to upload the image from Tap OK to allow the iPad to access your photos Select the image from the location Enter a new image name ...

• View a Service Request in New Status

  Back Tap on Dashboard module if not already on the screen Tap on New tab from My Service Requests Tap on any existing Service Request from the list