SERVICE REQUEST
Service Request Search, Sort and Filter Options
Back Tap on Service Request module To search, tap on Search icon at the top right hand side Type your search in the text field. The data in the list will change based on the search entry. Tap the magnifying glass to undo search To sort, tap on the ...
Create a Work Order from a Service Request
Back Tap on Service Request module Tap on any Service Request Tap on the Action button next to Save Tap on Create Work Order Tap Ok on the popup screen to confirm Enter details for the new Work Order Tap Save
Create a New Service Request
Back Tap on Service Request module Tap on + at the top LHS Fill in the required fields marked by an asterisk Tap on Save at the top
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 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 Existing Customer to Service Request
Back Tap on Service Request module Tap on an existing Service Request Tap on Customers tab Tap on + Existing Customers Search or filter through the list to select a customer Tap Done Note: You can also use Action button to add an existing customer to ...
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 ...