Draft Tab

This lesson explains how to locate and manage Service Orders that are in Drafted status.  After Buyer creates a new Service Order or edits a Draft Service Order AND saves as Draft, Service Order will be located on Draft tab until Buyer Posts or Deletes Service Order.  Buyer can also copy Draft Service Order from Draft tab.

1. Lifecycle/Status of a Service Order:
   • Drafted – After Buyer creates a new Service Order OR edits a Draft Service Order AND saves as Draft, Service Order will be located on Draft tab until Buyer Posts or Deletes Service Order. Provider will not be able to view until Buyer posts Service Order.
   • Posted
     • Buyer Posts a Name Your Price Service Order, which they identify price. Buyer can view from Posted Provider can view/take action from Received tab.
     • Buyer Posts a Bid Request Service Order, which they ask for bids.
       • Bid Requests functionality can be enabled in ServiceLive at Buyers request.
       • If not enabled, Buyer will not see this tab.
       • Buyer will be able to view Bid Request Service Orders from Posted Provider can view/take action from Bid Requests tab.
   • Accepted – On Name Your Price, once Provider Accepts or Buyer Accepts Provider’s Counter Offer, Service Order will change to Accepted status and will be located on Accepted tab until Service Date/Time. On Bid Requests, once Buyer Accepts Bid, Service Order will change to Accepted status and will be located on Accepted tab until Service Date/Time.
   • Active – Once the Service Date/Time occurs, Service Order will change to Active status and will be located on Today tab.
   • Completed – Once Provider submits Service Order for payment, Service Order will change to Completed status and will be located on Today tab.
   • Closed – Once Buyer Closes and Pays, Service Order will change to Closed status and will be located on Inactive tab.
   • Service Orders can be in six other statuses: Cancelled, Voided and Deleted status located on Inactive tab, Pending Cancel and Expired status located on Today tab, and Problem status located on Problem tab.
2. When you login to ServiceLive, the Dashboard tab will open.
   
3. Navigate to Draft tab:
   Note:  Dashboard will show number of orders currently on Draft tab.
   • Click on Draft link on dashboard.
     
   • OR click on Service Order Monitor tab.
   • Click on Draft tab.
     
4. Search Filters available on Draft tab:
   Note:  This section explains how you can search and locate information on Draft tab.  You may select any one filter or add Sub-status filter to narrow your search even more.
   • Status Filter = Defaults to Draft Service Orders. All Draft Service Orders will display.
   • Sub-Status Filter = Click on drop down arrow and select appropriate choice.
     
5. Information that displays on Draft tab:
   Note: Service Orders display most current to oldest.  When you see in front of text (Service Date) in Title Bar, you can click on text to change Service Orders to display oldest to most current and click again and display will return to original order.
   • View Detail, click on    button in View Detail column to display Service Order details and click on button to collapse to original view.  You can also click on text in columns to expand/collapse Service Order details.
   • Status = Status of Service Order (i.e. Draft).
   • Service Order # = Number associated with specific Service Order (Service Order defines scope of work as requested by Buyer).
   • Title = Name entered for Service Order, click on title link to display Service Order details.
   • Service Date = Date and Time Service is scheduled.
     • Click on text (Service Date) with    in front to change sort order.
   • Location = City, State, and Zip Code for Service visit.
     
6. View/Edit Service Order Details:
   Note:  Click on    button in View Detail column OR click on Title link to display Service Order details. You can also click on text in columns to expand/collapse Service Order details.
   • Click on    button on right side of screen to delete Draft Order from Draft tab.
   • OR click on   button on right side of screen to Copy Service Order, which will create a new Service Order #, and copy most of the information. You can then Edit Service Order to make appropriate changes.
   • OR click on    in Quick Order links to view only.
     • Note: After you click on View Order Details, you can click    on right side of screen if you decide to Edit Service Order. The Quick Links will vary depending on status of Service Order.
   • OR click on    button to open Service Order and make edits.
     
   • This will open Create a Service Order/Scope of Work for edits, which includes sections displayed below. Details about Create Service Order are available in lessons in Create a Service Order course.
     Note:  Click on   or   buttons to expand or collapse sections.