Additional actions creating guest orders

  • Add a Remark.

Use these additional actions as needed. Make selection from the bar at the bottom of the order:

  • Assign to a user or team.
  • Add recovery cost Cost Recovery to compensate guest for issue or complaint.
  • Defer to a future date and/or time.
  • Add Parts.
  •  Set Recurring.
  • Schedule Follow Up. This is in addition to Set Follow Up business rules.
  • Add attachmentsAdd Attachments.
  • Inactive toggle Click Resolved toggle on guest orders.

When creating multiple orders for same location, you have the option to select actions with each order individually, select more than one order, or click Select All. Choose actions from the bar at the bottom of the page:

  • Assign multiple selected orders Assignto a user or team.
  • Add cost to multiple selected orders Cost Recovery to compensate guest for issue or complaint.
  • Add parts to multiple selected orders Add Parts.
  • Add remark to multiple selected orders Bulk Remarks.
  • Defer multiple selected orders Defer to a future date or time.
  • Set Recurring.
  • Resolve multiple selected orders Mark as Resolved
  • Set followup for mutiple selected orders Schedule Follow Up. This is in addition to Set Follow Up business rules.
  • Add attachments to multiple selected ordersAdd Attachments. Use in addition to any individual order attachments.