Create a Service Order Template
- In the Navigation panel, go to Service then Service Order Templates.
- Click New to create a new template.
- Enter template details, except for Name all other fields are optional.
- Click Save to save the template.
Create a new Service Order from a template
- In the Navigation panel, go to Service then Service Orders
- Click New From Template to create a new service order.
- Select the applicable service order template, then click OK. Readysell will create a new service order with all the information from the template
- Fill in the required details and save
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