Capture the request
Record the customer, reported date, priority and the work needing attention. Link a project when the request concerns an existing job.
Keep service and warranty enquiries connected to customer history.
Record the customer, reported date, priority and the work needing attention. Link a project when the request concerns an existing job.
Assess warranty requests against the project coverage information and record a reasoned decision.
Link a project before creating a work order, then track the completed work and resolution history.
Start with a company workspace. Add the people and projects that make it yours.