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titleMission 1A: Lifecycle of a Work Order (WO)

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. (5 minutes)




Learn how to add notes and attachments to the work orders when needed in Service Automation. 

Learn how to edit work orders in Service Automation, so you can keep your facilities team informed of the changes. 

Learn to review and take action on proposals submitted by providers in Service Automation. 

Mission 2D : Completed WOs and Invoicing

Learn to review completed work orders and take action on invoices in Service Automation. 

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titleMission 1B: Work Order Statuses


Learn what work order statuses mean in Service Automation, and how each status affects each work order's lifecycle.

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titleMission 2A : Adding Notes and Attachments
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titleMission 2B : Editing Work Orders
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titleMission 2C : Reviewing Proposals









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