How to Add or Update Service Provider Instructions on a Work Order

The service provider will NOT be notified of any changes made to the scope of a request. Here’s how you can add/update service provider instructions on a work order: From the dashboard, click on the Maintenance tab, and open the work order by either searching and/or clicking the specific order number. You can also use the Filter and Clear Filters option for a more refined search. To learn more about how to use the Filter, check out this help guide: How to Use the Filter Options in the Work Order Tab Page.

Either in the Quick View or in the Details tab, you will find the Service Provider section where you can find the Service Provider Instructions box. Write the new instructions you have for the service provider, then click Save.

And that’s how easily you can add Service Provider instructions!

Enabling Latchel Vendor Network Via Work Order How to Assign Service Provider to a Territory / Zip Code

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