Smp tip andtricks_v4
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Transcript of Smp tip andtricks_v4
Group by any column by dragging the column and placing it in the grouping area. You may also filter by any column.
Filter by any column
Group by any column
Slide 2 of 6
Create work orders without assigning it to a Service Provider or Technician.
• Case : Work orders may be created without assigning it to a Service Provider. (just don’t select a service provider when creating a work order)
• Case : Often times when a customer calls with a service request, you need to schedule but do not want to assign a Service Provider. Create a Service Provider called “Unassigned” for such cases. Later when you have decided who to assign it to, change the Service Provider. (“Unassigned” is not a chargeable user)
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Slide 3 of 6
Add “Work Description” and “Work Resolution” as line items in the invoice by clicking “Yes” in the selection below.
Slide 4 of 6