Use the Service Request button (Employee > Service Request) you to quickly add a Service Order for an existing customer.
- Click Service Request.
- Input search criteria and click Click Here to Search. For example, check Last/Co. Name, input the customer's last name, and then use the Click Here to Search button.
- Highlight a customer. The customer's information appears at the top of the screen.
- Click Select Customer.
- Fill out the necessary Service Order information.
- Click Save New Order.
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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