Administrators can set up individuals or teams as installers that work orders can be assigned to. This tutorial demonstrates how to setup installers or installation teams.
Can non-users be assigned to records?
Can non-users get notifications?
Events
Events are the heart and soul of Mothernode’s collaboration features. While they serve a variety of purposes, their primary function is to allow users to record history and next steps with customers, contacts and leads and opportunities. This gives users and teams alike a historical count of activity that has […]
Transaction Notes
Mothernode allows users to record notes in each of their transactions, such as Quotes, Orders, Invoices etc. Transaction notes serve one of 3 purposes. Document a note about the transaction Communicate a message to one or more other users Pass the note further down the workflow Notes are typically located […]
Case Status
Mothernode includes the following Case Status and Rules. Not Started: Indicates the case has not yet been assigned. In Progress: The case has been assigned to someone and activity has begun. On Hold: The case has been suspended until further notice. Resolved: The case is closed. Canceled: The case has been canceled.
Purchase Order Status
Mothernode includes the following Purchase Order Status and Rules. Open: All Purchase Orders that are in an open status. Received: Purchase Orders that are entirely received. Partially Received: Purchase Orders that have partially received quantities and/or line items. Cancelled: Work Orders that are cancelled are removed from work in progress.
Work Order Status
Mothernode includes the following Work Order Status and Rules. Open: All Work Orders that are in an open status can be modified and edited. Open status is a work order that has not yet been committed for processing. On Hold: Work Orders that have been placed on hold. Partially Completed: Work Order […]
Order Status
Quote Status
Mothernode includes the following Quote Status and Rules. Open: All active Quotes included in current pipelines. Won: All Quotes that were awarded to a sales rep and company. Lost: All Quotes that were lost to a competitor or for other reasons your company wasn’t awarded the business. Inactive: Quotes that are […]