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New to FieldCircle? Start here
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Account Setup & Settings
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Manage Work
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Board
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Asset and Warranties
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Customers
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Books and Quote
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-
- From the main menu, hover on ‘Customers’
- Click ‘Locations’ from the dropdown menu
- Now, click on any location from the list.
- From the opened page, click ‘Add’ from the top right corner
- Now, click the activity from the dropdown list that you want to create for this location. Eg. Work order or inspection(PM)
- Fill in all the required information in the activity’s form that opens and click ‘Add’ from the top right