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

Mothernode includes the following Order Status and Rules. Open: All Orders that are in an open status can be modified and edited. Open status is an order that has not yet been committed for processing. On Hold: Orders that have been placed on hold. In Progress: Orders that have been […]

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 […]

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 […]