Service Orders Workflow
The Service Orders Workflow guides service providers step-by-step in their service order processes. The workflow starts when an authorized user fills out a form to submit a service order for approval. Next, a supervisor or coordinator within the company is given a form to indicate whether they approve or reject the service order. In the following step, field workers are incorporated into the workflow. They can view the service order from the workflow's channel workspace. On the same channel workspace, the field workers can indicate if the job was completed as specified in the service order, if adjustments were needed to be made to the service order to complete the job, or if the job was not performed at all.
The channel workspace allows those involved in the service order to maintain permanent communication, share information, and stay informed of the task's current status.
A PDF format version of the service order is generated when it is approved and each time a modification is introduced.
Glossary
- Service Provider: A company or contractor that provides a service to another company.
- Service Order: A document that specifies a service to be provided to a client by the service provider.
- Field worker: The service provider employees that carry out the job stipulated in the service order.
Visit the customization page or contact a Cotalker Sales Representative for more information on how to customize workflows and surveys for your company's needs.