1. In the left menu, click on 'Equip company'. Then click on the icon 'Customers' and select the desired customer and go to the tab 'Work orders’.
2. Select 'Create new work order (fast)' at the bottom.
3. In this section you can quickly fill in the basic details for this work order, such as the visit type, the planned visit date and the desired service employee.
New visit types:
New visit types can be created and can also be modified later. To do this, go to 'Setup System' and click on the icon 'Visit types'.
4. Choose the correct date for the work order. Choose a date in the current week.
5. Click 'Save and Close' to exit this screen.
6. Everything is ready! You can now use the Android or iOS app to visit a customer!
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