Now that you know the main elements of your Main screen, we can use this interface to start creating elements to create, manage, and dispatch your work orders.
This process is parallel to the one you already follow:
- Connecting with a Client, who provides tasks for your company to perform.
- Connecting with an external Vendor and assigning them these tasks.
Adding a Client
You can go to the article below for step-by-step orientation on adding a client to your account.
Adding vendors to your network
In the article below, you’ll find the specifics on adding or «onboarding» a new vendor into your network.
Once you have your clients all set up, you can go ahead and create work orders for servicing the tasks granted to your organization.
