On the home page you will see the modules listed below. Your actual views may vary, depending on your user permissions configured by your ServiceChannel administrator.
- Locations: View a list of locations to which you have access, by list view or map view.
- When location services are enabled, the list will sort by distance, with the location closest to you listed on top (list view) or pinned to the map (map view).
- By default, you will see Locations in list view.
- When selecting a Location, you will see all Work Orders and Proposals associated with that location. You may also create Work Orders for that location. When requesting a service request with the Conditional Dashboard in place, the corresponding dashboard will be displayed based on your location selections, so you go through creating a work order steps for the specific location. Learn more about the Conditional Dashboard.
Search: Use to quickly find - Work Orders by tracking number, work order number, or purchase order number;
- Proposals by proposal number; and
- Locations by Location ID, partial or full location name, address, zip code, or other related keywords.
- WOs (Work Orders): View and modify work orders across all permissioned locations. You may also create a work order through here, which will prompt you to first choose a Location before entering the work order.
- Proposals (permissioned access): View and take action on proposals across all permissioned locations.
- Site Planning (permissioned access): Conduct inspections of items at a site, alongside a configured checklist. See "About Site Audit Mobile" for more information.
- Alerts: Allows you to turn on mobile notifications to help you manage work orders.
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