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? Addin...
Thu, 4 Aug, 2016 at 11:11 AM
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 y...
Thu, 4 Aug, 2016 at 11:49 AM
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 u...
Thu, 4 Aug, 2016 at 3:30 PM
Entering Service History for Tools and Standards
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...
Mon, 8 Aug, 2016 at 8:13 AM
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”. ...
Wed, 30 Nov, 2016 at 5:10 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 encou...
Tue, 6 Dec, 2016 at 3:59 PM
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 ...
Thu, 8 Dec, 2016 at 12:05 PM