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。
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: Configuration steps:
Step1:click the New button,Select a creation method
- 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
Step3:Adjust work order configuration items based on service requirements
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
Step5:Open it
The configured work order type can only be used after it is officially opened