Schedule 2019 (3.0)
Schedule 2019 (3.0)
Breadcrumbs

Creating a new customer and/or new location

If a service request is from a new customer or an existing customer with a new location, you can add this information in the Service Request details window. The information entered here will update Signature as well as add the customer and/or location (site) to ESMS.

  1. Choose the service request.

  2. In the detail window that displays, choose the Add Customer  add-customer.png icon. 

  3. Enter the customer information. 

  4. You are returned to the service request detail information with the Signature Customer Name displayed.

  5. To add a new location, choose the Add Location  add-location.png icon.

  6. Enter the location information.

  7. Choose to ACCEPT the service request.