Common Work Flows
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
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
Client Maintenance Plans are critical for ensuring the appropriate service recall date for your client's assets. Each client can have completely uniq...
Fri, 9 Jul, 2021 at 10:12 AM
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
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
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
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 b...
Fri, 9 Jul, 2021 at 12:19 PM
Navigate to the 'Product Specifications' screen by hovering over 'Products' from the main menu bar. Next, click the specification title you ...
Mon, 9 Dec, 2019 at 11:05 AM
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
This feature allows service providers to transfer assets they own and their history to their client's portals. This feature will also allow service pro...
Fri, 11 Dec, 2020 at 8:48 PM