Create New Work Activities On Locations

For any location, you may create location-specific activities eg. work order, preventive maintenance or inspections, tasks or service request(Ticket). To create any of these activities, follow these steps-

  1. From the main menu, hover on ‘Customers’
  2. Click ‘Locations’ from the dropdown menu
  3. Now, click on any location from the list. 
  4. From the opened page, click ‘Add’ from the top right corner
  5. Now, click the activity from the dropdown list that you want to create for this location. Eg. Work order or inspection(PM) 
  6. Fill in all the required information in the activity’s form that opens and click ‘Add’ from the top right