Follow these steps to create a work order that closes on a specific date.
From your nav menu or dashboard, select Work Orders under Work Flows.
1. Select the Add Work Order icon.
2. Choose the customer from the dropdown.
3. Select A specific date is reached as criteria for completion.
4. Select the beginning date if it's anything other than today's date.
5. Select the end date.
6. Select Submit to add the work order to both the dedicated agents' and supervisors' workflows.
Add Items Products / Services
For a ticket to include items like products and services, it needs to be selected from the work order level.
To include items on the subseqent tickets, add products or services using the Add buttons.
Anything an agent adds after the fact is considered an Add-on.