Before we jump into Service Automation, it's important to know how work orders move through the application. Watch this video to learn about the typical lifecycle of a work order.
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Mission 2B: Adding Notes & Attachments
There may come a time when you have to edit work orders in bulk or to link work orders to tie together a scope of work. Watch this video to learn how to use these powerful features.
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Mission 2C: Editing WOs
Editing work orders come in handy when you need to reassign to another Provider, change the scheduled date, add a note, or attach an image or file. Watch this video to learn how to do these simple, yet important tasks.
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Mission 2D: Bulk Edit & Linking WOs
There are times when a Provider may submit an invoice: to raise the NTE or to increase the scope of work while onsite. Learn how to take action on those proposals.
