Navigating Service Automation


Service Automation has an array of modules to help you manage work orders, proposals, invoices, and more. The modules listed in the menus are determined by your role and permission access, granted by your internal Service Automation administrator. 

There are 4 main navigation areas:

  • Top navigation: Allows quick access to Work Orders, Proposals, Invoices, and QuickView. You can also access the expanded menu (3 lines on the far left) and additional help (business name on the far right).
  •  Expanded menu: Clicking the 3 lines on the far left exposes a menu listing all modules to which you have access.
  • Help Menu: clicking your business name (in this example "Cajun Soul") lists additional links for help (which brings you to our knowledge base), logout link, and a link to obtain your Mobile Access Code should you use SC Mobile.
  • Searching for Work Orders: on the page, use the search menu to find work orders, typically by tracking number, or by any other means listed.
  • Messages: located underneath your business name, get messages on product updates.
  • Actionable Landing Page (or ALP): lists the number of Work Orders, Proposals, and Invoices that require action. Your permissions determine if you see this module and the associated reports. See Home Page - Actionable Landing Page (ALP) for more information.

You may quickly navigate between your favorite pages by using keystrokes, instead of having to click through menu items. For example, to open the Proposals page, press P, followed by R, on your keyboard.

Hot keys work only for the pages you are permissioned to access in Service Automation.

Module

Hot Key

Open/Close the Main Menu

MM

Home

HO

Work Order Reports

WO

Proposals/RFPs

PR

Invoices

IN

Quickview

QV

Locations

LO

Planned Maintenance

PM

Asset Module

EQ

Work Order Properties

WP

Admin Tools

AT

Admin > PermissionsAD
Issue ListIL
Create Work Order (Dashboard Service Request)CW
Create Work Order (Classic Service Request)CR