How to Manage & Assign Work Orders with Board View
Related Articles
Service Request Madness: SR to WO Workflows
Webinar Recording Webinar Summary During this webinar, we went over possible SR to WO workflows in NEXGEN. See below for specific topics. SR Type Cascading If you have a lot of SR Types configured in NEXGEN, you can make them cascade so as to avoid ...
NEXGEN Version 12 New Feature Webinar (Part 1: Sub-Statuses, Add to Cart, and Store Module Checkout)
Webinar Recording Webinar Summary This is the first in our series of webinars going over the major changes that are coming in NEXGEN version 12. See below for more information. New Feature Resources To begin the meeting, we talked about our recent ...
Schedule Like a NEXPERT (Part 1)
Webinar Recording Webinar Summary In this part, we talked about some NEXGEN tools you can use to manage work, including roll call and shifts. We also went over how to manage PMs using the PM dashboard. If you need additional help with the topics ...
Schedule Like a NEXPERT (Part 2)
Webinar Recording Webinar Summary In this part, we began our lesson on the Scheduler module and how you can use its different tabs and tools to help streamline your work management process. If you need additional help with the topics covered during ...
NEXGEN Contractor Portal: Connecting You With Your Contractors - 02.27.24
Webinar Recording Webinar Summary During this webinar, we went over the NEXGEN Contractor Portal: what it is and how it can be used. See below for an outline of the webinar along with the attached slide deck. What is the Contractor Portal? (10:47) A ...