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How to complete the whole process of a work order?

  • First create the job type,
  • Next, set work order rules,
  • Then, create work orders and provide services for customers in collaboration with all departments,
  • Finally, conduct customer satisfaction return visit and expense settlement。

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1. How to create a work order type?

Before using the job function, need to configure the job according to different business types,such as maintenance work order, installation work order, etc Set intersection: image.pngConfiguration steps:

Step1:click the New button,Select a creation method

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  • create from empty template:blank template,all content needs to be recreated
  • create from existing template:copy the configuration content of other job types
  • create from industry template:copy from the template provided by service mobile

Step2:Enter the job type name to create it successfully

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Step3:Adjust work order configuration items based on service requirements

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Step4:Associate add-ons in the job type

  • Add-ons are auxiliary tools for managing work orders. You can sort and record updated information of work orders. If you need more add-ons, please add them in work order component management

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Step5:Open it

The configured work order type can only be used after it is officially opened image.png

Step6:Other settings

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