Vertrax Energy Cloud ERP | Service Orders

Service Orders
Assigning Staff to a Service Order
You can assign staff to a service order to accomplish the work that needs to be done with the following methods. 1. Once the Service Order has been created and Saved, on the DETAILS tab, select ADD STAFF 2. The Add Staff screen displays skills and ...
Creating a service order
1. A service order is your agreement with the customer regarding the work that needs to be done. To create one after consulting with the customer, select the Services icon on the left button bar, or search for Service Orders and open the form: 2. Now ...

Vertrax Energy Cloud ERP | Service Orders | Helpcenter