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Zero Dollar Work Orders – WorkTrack June 25, 2013 by Ryan Floersch As a connected vendor on the Work Order Network, you will sometimes receive work orders that may be covered under warranty. When that happens WorkTrack will automatically notify you. The NTE (Not to Exceed) amount field will be set to $0.00 as shown below. read more > |
WTSM/IFSM – Android Release (05/2013) May 16, 2013 by Ryan Floersch Updates included in this WTSM/IFSM release for Android include the ability to add a new customer while mobile as well as changes to alert notifications as described in detail below. read more > |
Changing Your Password May 8, 2013 by Ryan Floersch How to reset your account password on WorkTrack. read more > |
WTSP – Release (05/13) May 2, 2013 by Ryan Floersch The following enhancements are included for the majority of WTSP Customers and will be implemented on the evening of Monday, May 6 2013. The main enhancement now allows WTSP Users increased visibility into work performed as a regular visit. read more > |
WTSM/IFSM – Release (05/13) May 1, 2013 by Ryan Floersch A few small updates and enhancements to Worktrack Service Management (WTSM) and Intuit Field Service Management (IFSM) for 05/2013. read more > |
WTSM – What is the Work Order Network? March 8, 2013 by Ryan Floersch The Work Order Network connects service requestors (such as commercial facility managers, property managers, etc.) to Service Vendors like you. As a Service Vendor, your business needs to be visible where local customers can easily find and send you work. read more > |
WTSM/IFSM – iPhone Update (02/13) February 26, 2013 by Ryan Floersch WorkTrack Service Management is now updated with a few key enhancements to iPhone mobile capabilties, including; iPhone 5 compatibility, the ability to create a new customer, an updated signature capture liabrary, and new audio message notifications. read more > |
WTSP 6.15 – Interim Release (02/13) February 26, 2013 by Ryan Floersch The WorkTrack Service Provider 6.5 Interim Release includes updates to Check-In & Check-Out, Work Order search capabilities, and a few small changes in IVR. read more > |
What Service Vendors are Saying February 21, 2013 by Ryan Floersch What Service Vendors like you are saying about the Work Order Network. “The Work Order Network has enabled us to streamline all our billing and work order invoice processes. It is great to make dispatch and accounting equally happy with one system.” read more > |
WTSM/IFSM – Release (02/13) February 1, 2013 by Ryan Floersch New features, updates, and fixes to WorkTrack Service Management (WTSM). Some included updates relate to the Dispatch Board Display, Settings & Alerts, and Invoice Status options. read more > |
WTSP – Release (02/13) February 1, 2013 by Ryan Floersch New features, updates, and fixes to WorkTrack Service Provider (WTSP). Some included updates relate to Invoice Status and Quote enhancements, multi-site URL options, and work under warranty notifications. read more > |
What is the Work Order Network – IFSM January 24, 2013 by Ryan Floersch As an Intuit Field Service Managment customer, the document below will provide insight on what the Work Order Netowrk is and why it is important for you to get connected. read more > |
Work Order Network Glossary of Terms December 12, 2012 by Ryan Floersch Common terms used in the Work Order Network. read more > |
WorkTrack Service Management Mobile App Feature Matrix November 28, 2012 by Ryan Floersch Current features included in the WorkTrack Service Management Mobile App. read more > |
Overview of WorkTrack Service Management November 27, 2012 by Ryan Floersch Video overview of WorkTrack Service Management brought to you by the Work Order Network. read more > |
Backdating Work Orders November 19, 2012 by Ryan Floersch By making it easy and convenient to update work orders, information about the work being completed for invoice is more accurate. This consequently gives your customers who are requesting the work higher degrees of visibility read more > |
WTSP/WTSM/IFSM – Tax Update (11/12) November 16, 2012 by Ryan Floersch The Work Order Network recognizes and reports on the three types of sales tax levied in Canada: (1) Provisional Sales Tax (PST) (2) Good and Services Tax (GST) (3) Harmonized Sales Tax (HST) read more > |
WorkTrack Service Management Overview November 13, 2012 by Ryan Floersch Take a peak at what WorkTrack Service Management can do for you! read more > |
The Dispatch Board November 13, 2012 by Ryan Floersch Video demonstrating the use of the dispatch board. The dispatch board allows managers and operators to quickly identify which technicians are available and qualified to service a job. read more > |
Creating New Work Orders November 13, 2012 by Ryan Floersch Video demonstrating how to create a new work order in WorkTrack Service Management. read more > |
Adding a New User November 13, 2012 by Ryan Floersch How to add new users to your WorkTrack Service Management Account. read more > |
Dispatching Emergency Work November 13, 2012 by Ryan Floersch How to properly dispatch an incomming service request classfied as an Emergency. read more > |
Assigning Work Orders to Technicians in WorkTrack Service Management November 13, 2012 by Ryan Floersch How to determine which technician to assign a work order based on availability, skill set, location, and workload. read more > |
Placing a Work Order On-Hold in WorkTrack Service Management November 13, 2012 by Ryan Floersch How to place a work order on hold within WorkTrack Service Management. read more > |
Connecting to QuickBooks Merchant Services November 13, 2012 by Ryan Floersch By using quickbooks merchant services payments can be integrated directly to your WorkTrack Service Management account. read more > |
Work Order Flags & Updates November 13, 2012 by Ryan Floersch Video explaining how to manage customer updates and flags in WorkTrack. read more > |
Accepting Work Orders November 12, 2012 by Ryan Floersch How to accept service requests on the Work Order Network. read more > |
How to Handle Disputed Invoices November 12, 2012 by Ryan Floersch Periodically questions come up or mistakes are made on submitted invoices. This video demonstrates how to quickly resovle those issues and re-submit an invoice under dispute. read more > |
Setting Alert Emails November 12, 2012 by Ryan Floersch Video on how to set-up Alert Emails. The email listed in your Vendor Portal is where all alerts will be sent related to managing work. read more > |
Viewing Work Order History November 12, 2012 by Ryan Floersch How to view past service history from a particular Work Order or Customer on the Work Order Network. read more > |
Accepting Work Orders Via Email November 12, 2012 by Ryan Floersch You are not limited to accepting Work Orders just the your Vendor Portal. Since you are rated on how quickly you respond to assigned work, responding to your customers by email is just one of the many mobile tools increasing your productivity on the Work Order Network. read more > |
Utilizing Price Lists when Completing Invoices November 12, 2012 by Ryan Floersch Video on how to successfully utilize price lists with your customers and complete invoices. read more > |
Importing Multiple Invoices November 12, 2012 by Ryan Floersch If you track and complete Work Orders through another 3rd party system, the Vendor WorkTrack Portal allows you to upload invoices individually or as a group to maintain your record keeping on the Work Order Network. read more > |
Work Order Attachment Via Email November 12, 2012 by Ryan Floersch Two Videos to help clarify how various attachments can be attached to a Work Order via email. read more > |
Setting Your Service Area November 12, 2012 by Ryan Floersch The settings in your Vendor Profile are what local businesses are searching for when looking for Vendors to assign work. read more > |
Submitting Invoices November 12, 2012 by Ryan Floersch Submitting invoices through Corrigo guarantees you get paid quickly and properly after work completion. read more > |
SaaS vs Self-Hosted Software November 7, 2012 by Ryan Floersch Understanding the differences between Software as a Service (SaaS) and Self-Hosted Software is key to understanding why Self-Hosted Software is now a product of the past. read more > |
Vendor Smartphone Check-In/Check-Out Quick Start Guide November 7, 2012 by Ryan Floersch Vendors can get started quickly with the Work Order Network’s Smartphone Check-In & Check-Out feature with the guide below. read more > |
GPS Check-In & Check-Out November 7, 2012 by Ryan Floersch Detailed instructions for Vendors to follow to properly Check-In & Check-Out when servicing work over the Work Order Network. read more > |
