Managing Work Orders via Email
- Joseph Yarborough (Unlicensed)
- Anastasia Troichuk (Unlicensed)
- Uma Srinivasan (Unlicensed)
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
Make sure the email account you are taking action from is the same as the account registered with ServiceChannel.
Responding to a Service Request
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.
Adding Notes and Attachments to a Work Order
You can add notes and attachments to work orders via email, without having to navigate to the corresponding page in Provider Automation.
- Create a new email, and specify the recipient as follows: [TrackingNumber]@wonote.servicechannel.net. For example, you should enter 123456789@wonote.servicechannel.net for the service request whose Tracking Number is 123456789.
- In the email body, add your note to the work order.
- Send the email.
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).
- Click Create New Note in the email. You are prompted to log in to Provider Automation if you are not logged in.
- You land on the Work Orders List where you can add a new note to the service request.
---OR---
- Reply to the email, and type your note in the reply.
Send the email.
Ensure the original message is included in the reply.
The client gets an email notification about a new note added to the work order.
- Create an email to attachments@servicechannel.net.
- In the email subject, specify the Tracking Number of the work order you are adding an attachment to.
- Attach one or more files that you want to add to the work order.
- (Optional) In the email body, add a comment to the attachment(s).
- Send the email.
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.
