Automate tasks by defining your most common activities on these pages. These tasks will then be available in the pulldown menus on the automated work order form. Your full list of automated tasks are displayed in the table on the setup page. Tasks can be deleted from the list by entering the task number in the number field and typing delete in the task field. The form has two required fields, a task, and a due date.
All additional fields are optional.
Once the Adhoc Work Order is submitted you will be presented with the Dispatch Form. You can use the standard browser functionality to print, fax, email, or page a technician with the work order. You will be presented with the Account Application Form. For a demonstration account you are required to acurately complete the top four fields of information. Company name, user name, password, and email address are required.