Service activities

Create service activities to define and maintain tasks in a service order. A service order can include one or more service activities to be performed by a worker.

Service activities are defined in the Activity types form. (Click Sales and marketing > Setup > Activities > Activity types.) After you set up activities, you can add them to service orders automatically based on the related service agreement, or you can manually add activities when you add lines to a service order.

You can view the status of service activities in the Dispatch board form. You can also reassign activities from one worker to another worker in that form.

See also

Dispatch board (form)