The RapidStart Field Service App allows you to create Work Orders for Accounts and/or COntacts that require a Technician to visit a location. To see Work Orders for a particular Account or Contact, click on the Work Orders tab on the Record. To see all Work Orders, click “Work Orders” in the Sidebar.
To open a Work Order, click on the Work Order’s Name
To Add a Service Appointment to a Work Order, click on the Quick Steps button.
You can now see this Service Appointment in the Appointments tab of the Work Order form, or all Service Appointments in the Sidebar.
