Add Service Request - Employee

Add Service Request - Employee:
Use the Service Request button to quickly add a Service Order for an existing customer (Employee > Service Request).

1. Click Service Request.

2. Input search criteria and hit ‘Click Here’ to Search. For example, check Last/Co. Name, input the customer's last name, and then use the Click Here to Search button.

3. Highlight a customer. The customer's information appears at the top of the screen.

4. Click Select Customer.

5. Fill out the necessary Service Order information.

6. Click Save New Order.