Assigning contacts to cases

Each case should be assigned to customer record and a contact. The contact is the person who opened the case with you and whom you are communicating with towards the resolution. Click the customer contact you want to assign the case to. Click use contact. If the contact doesn’t exist […]

Time tracking cases

Mothernode allows you to record the time spent by one or more team members in cases.  You can report on the time entered to see how much time you are spending on supporting your customers. When working in a case record: Click Add Time Entry. Complete the information in the […]

Work Order Printing Options

Mothernode users can print work orders as PDFs or send them electronically. Mothernode users have the following options when printing their work orders. These print options are also retained when sending the work order electronically. Print options are saved, so the next time you print work orders, you will know […]

Invoice Printing Options

Mothernode users can print invoices as PDFs or send them electronically. Mothernode users have the following options when printing their invoices. These print options are also retained when sending the order electronically. Print options are saved, so the next time you print an invoices, you will know how the invoices […]

Order Printing Options

Mothernode users can print orders as PDFs or send them electronically. Mothernode users have the following options when printing their orders. These print options are also retained when sending the order electronically. Print options are saved, so the next time you print an order, you will know how the order […]

Quote Printing Options

Mothernode users can print quotes as PDFs or send them electronically. Mothernode users have the following options when printing their quotes. These print options are also retained when sending the quote electronically. Print options are saved, so the next time you print a quote, you will know how the quote […]

How to create a new Case

Mothernode users can create new cases that are assigned to customer accounts and contacts. Cases are usually after sales support (both technical and non-technical) that allow Mothernode users to document and track communication and progress from the time the case is reported to the time it’s resolved. Cases are available […]

Case form Settings

Case capture forms can be assigned to one user who will receive a copy of the case and ultimately be the first tier responder. Other users can also receive corresponding copies of new cases. Case Capture Form Settings Form Name: This is a public title for your lead capture form. […]