This lesson explains how to manage Service Orders in Assign Provider link. From Assign Provider link you can assign a Service Provider to a Service Order if one has not yet been assigned.
- When you login to ServiceLive, the Dashboard tab will open.
- Navigate to
link:
- Click on
tab.
- Click on
link from left navigation panel.
- Indicates the number of open Service Orders for your Provider Firm on
link.
- Click on
- Assign a Provider to Service Order:
- Click on
button.
- Review Service Order information.
- Click on drop down arrow under Assign this order to and scroll down to select Provider.
Note: Distance in miles (behind Provider name) represents Provider distance from Service Location. Center of zip code to center of zip code as a crow flies. - Click on
button.
- Click on
- Assign a Provider Confirmation:
- Confirmation message will display at top of screen.
- Service Order is now located in
link.
- Confirmation message will display at top of screen.