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.