Extracting a service order is super simple! 😃 In this article, we will go through the step-by-step process.
A service order is extremely important for managing your company's service processes in general, whether for installations, tracking-related services, maintenance, orders, or requests made within your company.
With a service order, you will have greater traceability of activities carried out in various areas of your business.
Accessing the Service Order
Go to the Operational section > Service Order:
Extracting a Service Order:
After that, click on the service order you want to extract and choose the best option.
The extracted report may contain the following information:
Tasks: These are the tasks requested within the service order.
Documents: These are the documents attached to the order.
Signatures: These are the signatures required for the service order.
Example: You can include or exclude tasks, documents, and signatures from the extraction of your service order.
If you've made it this far in our article, we believe you might be interested in talking to our team of specialists. Click the button below to learn more: