Place service orders

After you set up Made2Manage for field service, you can place service orders. You have several options on how to do this.

To fulfill a customer request, you must add a service order to field service and perform related tasks to ensure a request is complete.

To place service orders

1. Create service orders for customers.

   • Schedule automatic generation of preventative maintenance service orders

2. Add a service order and related information for a field kit:

   • First, add parts to a field kit
   • Next, add a service order for a field kit

3. Add a service order and related information

4. [Print a service order(print-a-service-order.md)]

5. Print a field-service technician’s repair and site visit schedule

6. Add a field service-related sales order

7. Change service-order statuses:

   • Mark service-order line items as installed

   • Mark service orders as completed

8. Specify the problem’s resolution

9. Close a service order

   You can also:

   • View field kits used on machines

   • View a summary of customer activity and installed machines

   • Add activity notes

   • View documents related to field service