Create service orders

If a guest asks for assistance, requests an amenity, or you notice something that requires attention, you can create orders that capture the details of that job.

To create a service order

1. Tap and select New Service Order.
2. Complete the following fields as needed.

   Location - (Required) Enter part of the location name and then select it from the list.

   Issue/Amenity - (Required) Use either of the following methods to find the issue:

   • In the Issue/Amenity field, enter part of the name, and then select the most applicable from the list.

   • If the Standard icons are active, tap the one that most closely represents the issue. For example, a sink drain leaking or tub/shower drain clogged, would be found under Bath.

   An issue may be found under more than one standard icon. For example, Light - Out - Bath might be in the Bath standard and the Light standard.

   Remarks - Enter additional information to clarify the order (for example, if the guest suite has multiple TVs, you might enter master bedroom or living room to indicate which TV isn't working).

   Guest Related - Did a guest make the request? Do one of the following:

   • Tap the toggle to activate the Guest Related indicator and enter the guest's name. If not an in-house guest, tap the at the top of the screen to create the order.

   • If the guest is an in-house guest, tap the + to the right of the guest name. The guest's name will be brought forward. Tap the toggle across from Is Guest In-House? and re-enter the location. Tap the at the top of the screen to save the information.

   Recurring - Many properties offer their guests special services during their stay, such as daily newspaper delivery, coffee or tea service, happy hour, and so forth. These can easily be set up using the recurrence option when creating the guest order.

   • Tap the slide to activate the Recurring indicator.

   • Tap the calendar icon ()to adjust the dates and time for the for the recurrence to take place.

   • Tap the generate time field to enter the hour and minutes. Tap to create the order.

   You must select a future time. If you don't, the field will turn red with a note, preventing you from proceeding.

    

   Attachment - Tap to take a photo and attach it to the service order as supporting documentation for the issue. You may attach up to six photos (or 10 MB) to a single service order. See Service order attachments.

   Advanced - Advanced options typically default according to your property's HotSOS configuration. If you need to override any of these settings, tap the down arrow and modify the following:

   Priority - Assign a different priority to the issue (1 is the highest priority; 5 is the lowest).

   Person Assigned - Enter part of the person's name and then select their name from the list. The service order will be added to that user's My Work.

   Team Assigned - Enter part of the team's name and then select the name from the list. Any user belonging to that team can pull the service order into My Work.

   Notify - Tap Notify to alert the Person Assigned or the on-duty members of the Team Assigned about the service order.

3. Create a service order using barcodes or QR codes.

   Users assigned Barcode Restricted Respondent role are required to scan room and equipment barcode or QR code to create or respond to service orders using built-in barcode or QR code scanner.

   Barcode or QR code to apply action:

   1. Tap .

   2. Tap Location

   3. Align camera with barcode or QR code until selection occurs.

   4. Continue to complete the creation

   If the action taken has additional options, you will be prompted.

4. Do one of the following:
   • To send the service order and return to the previous screen, tap .
   • To start working on the service order right now, tap the Service Status icon and select Start After Create.
   • To create another service order for the same location, tap New in the pop-up notification (before it fades—you have five seconds).