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How to Order Service Type from Service Management in Completed Projects

Updated over 3 weeks ago

Service types appear under the “Service Maintenance” section of completed projects. These allow you to define the types of services that can be requested for maintenance or follow-up work after a project is completed.

Here’s how you can order service types:

Step 1: Go to “Projects” under the “Manage Projects” tab.

Step 2: Navigate to your completed project and open it.

Step 3: Click “Service Maintenance” tab.

Step 4: To order a service type, click “+Add”.

Step 5: Select the “Service Type” from the drop down and add the description.

Step 6: Next, update the “Status”, upload images, select the assignee, and schedule the date for the service.

Step 7: Click “Save”.

Note: Once the service is scheduled, the assignee and the customer will be notified about the same via mail.

Step 8: You can view the details under the “Service Management” section.

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