Use the Service Request button (Employee > Service Request) you to quickly add a Service Order for an existing customer.

  1. Click Service Request.
  2. 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.
  3. Highlight a customer. The customer's information appears at the top of the screen.
  4. Click Select Customer.
  5. Fill out the necessary Service Order information.
  6. Click Save New Order.