Creating a service order

When creating a Service Order, there are key mandatory fields that must be filled before saving; these fields are marked with an asterisk (*).


You will notice most fields can be set with a pick-list dropdown. For written fields like Client, the available choices will be suggested as you type.

Create a new record

The buttons next to “Contact” and “Asset” enable you to create a new record when the field is empty. If the field is filled with a pre-existing record, this button will allow you to edit that record.

Once the information in the Service Order is complete, you may save by clicking on
“Save Work Order”.

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