Steps to Generate a Work Order for Your Customer 

  1. Click on the “Service” tab and select “Manage Clients”.
  2. From the list of clients, choose the client you want to service (e.g., Aqualang).
  3. View the client's assets, categorized under:
    • Past Due: Assets overdue for service.
    • Due for Service: Assets nearing their service recall date.
  4. Select the assets you want to service by clicking the adjacent checkmarks or using the Select All option.
  5. Click “New Service Order” in the TOOLBOX on the right side of the screen.




Entering Service Order Details:

  1. Assets Tab:
    • Add Additional Assets: You can add assets by serial number, selecting from a list, or entering new asset details.
    • Service Interval: Choose between a one-time service or link it to a Maintenance Plan.
  2. Click Next to proceed to the Work Details tab.


Work Details Tab:

  1. Service Site: Click the Service Site to update or change the location.

  2. Select Master Template: Choose a template by clicking Select Master Template and selecting the appropriate one.

  3. Service Type: Select or adjust the service level for each asset.

    • Warning Notification: A warning triangle may appear if the selected service level doesn’t match the asset's Maintenance Plan.

  4. Adjust the Estimated Total: If pricing is missing (displayed as TBD), override it by clicking the pricing link and entering the appropriate values for service, parts, or labor.

  5. Add Additional Requests: Add special instructions for the technician. Click Next to continue to the Logistics tab.



Logistics Tab:

  1. Select the service location:
    • On-Site: Enter access notes and contact details.
    • Local Pick-Up: Enter pick-up notes for carrier access.
    • Ship to Vendor: Enter shipping details, methods, and tracking numbers.
  2. Click Next to continue to the Billing tab.


Billing Tab:

  1. Enter the client’s billing information and select payment terms.
  2. Click Next to review the order.


Review and Submit:

  1. Review the service estimate.
  2. Add special requests or instructions for the technician.
  3. Acknowledge the disclaimers and click the Submit Service Order button.
  4. Optionally, save the request as a draft.


Accessing the Service Request:

  1. To manage or schedule the request, go to the “Work Orders” section in your portal.


You have successfully created a service request on behalf of your client.