This tutorial demonstrates how to dispatch a work order.
Work order overview
Creating work orders
Work order listing screens
Setting up installers or install teams in work orders
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.