Create New Service Order

New service orders can be manually created using the plus sign (see Fig. Create New Service Order). A window opens to enter the data (see Fig. Create New Service Order Window).

Create New Service Order

• Branch: Set automatically.
• Order Number: Automatically created or transferred via interface for Enterprise customers.
• Project Manager: Responsible project manager for this service order.
• Executing Technician: Technician performing the order (purely informational – other employees can still be scheduled for this service order).
• Notes: Additional information about this service order.
• Name: Transferred via interface for Enterprise customers.
• Display Name: This field can be left empty as it has no effect.
• Execution Location: Appears first in the description of the service order (see Fig. New Service Order Window, right image).
• Short Text Order: Appears second in the description of the service order (see Fig. New Service Order Window, right image, mandatory field).

Create New Service Order Window