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Create a New Work Order - Work Order
Work Orders are records that track maintenance on one or more assets. When creating a work order, you want to fill out as much information as necessary in the Work Order Information zone to give everyone the info they need to complete the work. Work ...
Create a New Service Request - Service Request
Previously, NEXGEN users were only able to add service requests based on an address. As of the launch of version 12, users are now able to create a service request by address, coordinates, location, or asset. These features were added to expand the ...
Create a New Project - Projects
You can use projects in NEXGEN to help categorize your work orders for job costing and tracking purposes. These operate like folders in which you can store project-specific records, such as service requests, work orders, preventive maintenance ...
Create a New Asset - Asset Inventory
In NEXGEN, an asset can be defined as any piece of physical property that requires maintenance. Assets are tracked and managed in the Asset Inventory module. Before adding assets to the NEXGEN system, users should determine their own criteria for ...
Save As functionality in Vendor Record
1. Select vendor from List view (or search by employee information) 2. Click Save As icon on upper RHS 3. Enter New Vendor information 4. Click Save on upper RHS 5. Edit record details as needed 6. A duplicate Vendor record will be created