It is sometimes necessary to add new job requests to other requests that have already been assigned to a service order. For instance, perhaps a client initially requested dog walks Mon-Wed. You then assigned the requests to a service order and began the process of confirming the walker's availability for Mon-Wed. But then your client contacted you via direct email, text or phone to tell you about their additional service requests - dog walks on Thurs and Fri.
You can add these new job requests to the original requests that are already associated with an order. With the “Add Request” function, you can add requests to an existing list of requests as required.
How do I create job requests that are associated with a service order?
Navigate to your CLIENT and click on the JOB REQUESTS tab, then click on the order with assigned requests. In this example, you would click on "December Dog Walks."
Click the "Add Requests..." button.
Add the details of the new requests, and click "Add Job Requests" when complete.
The new job requests have been added to the requests that were already assigned to a service order. All of the job requests for the client are displayed on the client's Job Requests page.
The job requests are also displayed on the client's Orders page... in an assigned service order.
The job requests are also on the main Job Requests page (Diary & Scheduling > Job Requests).