Common Work Flows

Add a New Client
Add Client Let's say you already imported your customers during the on-boarding process, but you either missed one or just got a new one? Adding a...
Fri, 2 Apr, 2021 at 2:56 PM
Updating and Adding Client Information
Client Account Overview: Add and edit client sites, employees, contact information and other service preferences in the "ACCOUNT" tab of your c...
Wed, 23 Dec, 2020 at 4:22 PM
Adding Client Maintenance Plans
Client Maintenance Plans are critical for ensuring the appropriate service recall date for your client's assets. Each client can have completely uniq...
Thu, 14 Jan, 2021 at 10:51 AM
Entering Asset Service History
First, open the Asset Info pop-up by clicking on the Serial Number, then in the “History” tab click “Add Service Record”:  Then, input the date that ...
Wed, 23 Dec, 2020 at 7:34 PM
Generate a Work Order for Your Customer
As a vendor you can easily request service on behalf of your client. Begin by selecting the “service” tab and clicking on “manage clients”. ...
Fri, 2 Apr, 2021 at 2:58 PM
How to Generate a Recall Report or a Custom Report
As a service provider, your customers rely on your expert team to help keep them informed about assets that are due for service.  While, you may encourage...
Wed, 11 Nov, 2020 at 9:18 AM
Processing a Work Order
After you have created a service request on behalf of your client, as a vendor this request will now appear in your Work Order portion of your portal. To be...
Mon, 21 Dec, 2020 at 4:31 PM
How to Copy a Specification
Navigate to the 'Product Specifications' screen by hovering over 'Products' from the main menu bar. Next, click the specification title ...
Mon, 9 Dec, 2019 at 11:05 AM
Client Asset Manager
This is a module that allows Vendors to view and filter all client assets on the same screen. Vendors can more effectively review assets across clients and ...
Mon, 11 Jan, 2021 at 5:19 PM
Transfer Assets to Clients or Between Clients
This feature allows service providers to transfer assets they own and their history to their client's portals. This feature will also allow service pr...
Fri, 11 Dec, 2020 at 8:48 PM