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For some actions that you want to take on work orders, you don't need to log in to Provider Automation. You can use your email account instead — either on your computer or mobile device. Here is what you can do via email:
- Respond to service requests
- Add notes and attachments to work orders
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Make sure the email account you are taking action from is the same as the account registered with ServiceChannel. |
Anchor RespondToServiceRequest RespondToServiceRequest
Responding to a Service Request
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RespondToServiceRequest |
When your clients dispatch work orders to you, you can either accept or decline them via email. See Responding to a Service Request through Email for details.
Anchor AddNotesAttachments AddNotesAttachments
Adding Notes and Attachments to a Work Order
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AddNotesAttachments |
You can add notes and attachments to work orders via email, without having to navigate to the corresponding page in Provider Automation.
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The note appears on the Attachment & Notes tab of the work order details page. |
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When you receive an email notification about a note added to a work order, you can add a new note from the email. In the email, you can see the last and the last but one added note (if any).
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The attachment appears on the Attachment & Notes tab of the work order details page, and a note is added to the work order showing the file name and your comment. |
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