Introduction
When managing your business operations through ServiceBox, the ability to track and assign responsibilities to the right personnel is vital for efficiency and accountability. An important aspect of this is ensuring that work orders are correctly associated with the team members responsible for them, including salespersons who generate new work orders.
Overview
This article will guide you through the process of assigning a salesperson to a work order within ServiceBox. This includes linking the name of the person who created the work order to the order itself, which can be particularly useful for tracking performance and maintaining organization.
Steps to Assign a Salesperson to a Work Order:
Using Custom Fields:
ServiceBox allows the use of custom fields to tailor your work orders to better fit the needs of your organization. You can create a work order custom field specifically for salesperson assignment. This could be a Single Line Text field or a Restricted Dropdown containing only the names of your sales associates.
Restricted Dropdown Option:
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Navigate to Settings → Work Order → Custom Fields.
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Name the custom field, select the Restricted Dropdown option, and enter salespersons' names separated by commas, as shown in the screenshot below.
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If you select this option, maintain an updated list of sales personnel to ensure all potential creators of work orders are included.
When you create a work order, select the name of the salesperson from the dropdown, as shown below:
Single Line Text Option:
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Navigate to Settings → Work Order → Custom Fields.
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Name the custom field, then select the Single Line Text option.
When you create a work order, enter the name of the salesperson in the custom field created.
Need Help?
Contact support by clicking the Help button in the bottom-right corner of your screen when logged in or email us at support@jobboxsoft.com.