How can I add a request from the scheduler ?
A Request is the first step of work intake. It helps you record and manage incoming work that is not yet scheduled or assigned. So, to add a Request from the Scheduler, navigate to the “Scheduler” from the main menu.
Then, click on the “Add” button available at the top right corner. From the dropdown list, select “Add Request”.
Clicking on Add Request will open an “Add Request” pop up on the screen.
You need to enter the three starting alphabets of the added client's name here, the client's information will be auto filled such as Email Id, Mobile No, Address, City and Zip Code and for adding a new client, simply fill in the information.
Select the Job Type/Services from the drop down.
You can fill in your preferred job start date/time and job end date/time. You can fill extra details for the Request like Reference By, Add Request Description and attach documents/images related to the Request.
Selecting the Add Action button allows you to Create An Appointment, Job, Quote, Audit or add Contract for a Request you recently are going to create.
*Note: You must fill out all fields marked with an asterisk before saving. Save the Request with the Save button.
A “Success Alert” indicates that a new Request has been successfully added and will appear at the top of the list and will be displayed at the righthand side of screen under the Request(s) tab.
Then, click on the “Add” button available at the top right corner. From the dropdown list, select “Add Request”.
Clicking on Add Request will open an “Add Request” pop up on the screen.
You need to enter the three starting alphabets of the added client's name here, the client's information will be auto filled such as Email Id, Mobile No, Address, City and Zip Code and for adding a new client, simply fill in the information.
Select the Job Type/Services from the drop down.
You can fill in your preferred job start date/time and job end date/time. You can fill extra details for the Request like Reference By, Add Request Description and attach documents/images related to the Request.
Selecting the Add Action button allows you to Create An Appointment, Job, Quote, Audit or add Contract for a Request you recently are going to create.
*Note: You must fill out all fields marked with an asterisk before saving. Save the Request with the Save button.
A “Success Alert” indicates that a new Request has been successfully added and will appear at the top of the list and will be displayed at the righthand side of screen under the Request(s) tab.