Work Orders
Open Work Orders in History
Occasionally, you may have new work orders created for a location you can see and are responsible for but they will be placed into the Work Order History and not the Inbox. Why does this happen and how can this be changed? Scenario 1: The work order ...
Work Order Priorities
When dealing with work orders you may want to prioritize your work and your Clients may also have priorities for their requests. You can have separate priorities from a Client side of things vs the Employee/Contractor side of things. A Contact from ...
How Work Orders Get Assigned
What is a Work Order A work order is a means of communicating needs to service providers and communicating how that work is proceeding to contacts from their clients. For a more detailed review, see Work Orders Overview. You can Create a Web Work ...
Work Order Tabs
Video Transcript When viewing a work order, you’ll notice that each one has several tabs, with sub-tabs on some. In this video, we’ll briefly go over each of the tabs you’ll see on your work order. We’ll begin with the General tab. The General tab ...
Work Order Actions
Video Transcript When it comes to your work orders, there are plenty of actions that can be done with them. In this video, we’ll cover the Actions menu in the Work Order Inbox. When you hover over the action menu, depending on your permissions, ...
Filter Work Orders
Video Transcript Some users end up having a lot of work orders in their inbox at one time. Being able to quickly locate one is useful. To do that, you can use the filters to find one or more work orders. To use the filters, click the Show Filters ...
Create a Web Work Order
Video Transcript In this video, we will create a work order in CleanTelligent’s web app. To begin, log in to CleanTelligent and go to the Work Order Inbox. From here, we can create a new work order by clicking New on the right-hand side of the ...
Work Orders Overview
Video Transcript Welcome to CleanTelligent’s overview to the Work Order system. You will find work orders under the Work Order tab. The Work Order system functions like an email system, in that you can communicate with your employees and clients by ...
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Create an Employee/Contractor Record
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Custom Question Templates Overview
Video Transcript Custom Questions can be used in many parts of the software. Inspections, work orders, and surveys just to start. In this video, we’ll briefly discuss how to set up custom questions. To start, we’ll go to the Admin tab and click ...
Job Schedule Report
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Build a Basic Service Provider Organization Chart
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