Streamline Warranty Claims & Field Service
Consistent Field Service Reports in Real-Time
Manage Field Service Quotes to Installations
How to create new claims for warranty requests submitted via integrated online forms.
A quick look at one way to schedule a work order.
How to request a part(s) when using a No-Cost Purchase Order.
How to verify that a claim is valid.
How to request a part(s) without a No-Cost Purchase Order.
How to use system notifications to ensure claims are efficiently moved through the process.
How to create a new claim manually when the online claim form is not used.
How to set a general reminder notification that’s not associated with a specific claim.
How to edit a Service Request on a Work Order.
How to a delete a Parts Item and/or Order.
How to create a Work Order on a Claim.
How to create a Reminder associated with a specific Claim.
How to a assign a Service to Technician to a Work Order.
How to use drag & drop to Plan and Schedule Service for Techs.
InsightPro 3001 East Plano Parkway, #100 Plano, Texas 75074
Sales (972) 295-8700 info@insightpro.com
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