Details:

Use the Service Request button to quickly add a Service Order for an existing customer (Employee > Service Request).

Step 1: Click Service Request.

Step 2: Input search criteria and click Click Here to Search. For example, check Last/Co. Name, input the customer's last name, and then use the Click Here to Search button.

Step 3: Highlight a customer. The customer's information appears at the top of the screen.

Step 4: Click Select Customer.

Step 5: Fill out the necessary Service Order information.

Step 6: Click Save New Order.