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:
Make sure the email account you are taking action from is the same as the account registered with ServiceChannel. |
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.
You can add notes and attachments to work orders via email, without having to navigate to the corresponding page in Provider Automation.
The note appears on the Attachment & Notes tab of the work order details page. |
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. |