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Knowledge base
Getting Started With Us
Your Account
3
Login
Company Subscription
Integrations
Getting Started
5
Definitions
Home Page Layout
Dashboards
Settings
Starting from Scratch
Tutorials
1
Learn how to setup a Profile Picture for everyone to see
Operational Basics
Users
2
User Accounts
User Profile
Customers
7
Customer Work Events
Creating a Customer
Customer Details
Customer Contacts
Customer Addresses
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Projects
5
Creating a Project
Copying a Project
Editing a Project
Deleting a Project
Global Project Templates
[Project] Teams
5
Viewing your [Project] Team(s)
Creating a [Project] Team
Editing a [Project] Team
Deleting a [Project] Team
Assigning a Team to a Project
Templates
2
Creating a Template
Editing a Template
Service Providers
3
Types of Service Providers
Adding a Service Provider
Editing a Service Provider
Create and Manage Work
Work Event Basics
4
Work Event Status
Work Event Sub Status
Parent Child Hierarchy
Notifications
Work Events
7
Creating a Work Event
Creating a Child Work Event
Editing a Work Event
Verifying (closing) a Work Event
Canceling a Work Event
View all 7
Route (Assign) Work Events
5
Routing to Service Provider
Routing to Service Provider Company
Routing to WorkMarket
Unassign A Service Provider
Routing Groups
Bulk Processing
5
Bulk Create Multiple Work Events
Bulk Publish Multiple Work Events
Bulk Delete Multiple Work Events
Bulk Routing to Service Provider
Bulk Routing to Service Provider Teams
Service Provider Company Workflow
Quick Guide
1
Service Provider Company Quick Guide
Workflow
2
Invitations
Manage Invitations
Estimates and Invoices
Estimates
2
Global Estimates
Work Event Estimates
Invoices
4
Charges
Cancel Recurring Charges
Refunds and Returns
Cancel a Refund or Return
Reporting
Data Review and Exporting
1
Reporting and Data Management
Mobile App and Web App for Service Providers
Getting Started
6
App Store
Login
Layout
My Work Tab
Schedule Tab
View all 6
Asset Management
4
Work Event Assets
Editing an Asset in a Work Event
Adding an Asset to a Work Event
Removing an Asset from a Work Event
Assignments
1
Steps to Perform an Assignment
FAQs
General FAQs
12
What is ServiceDemand?
Can I test drive ServiceDemand?
Does ServiceDemand have apps for mobile devices?
Do I need to integrate ServiceDemand with any other programs to use it?
Does the ServiceDemand program run on a reliable platform?
View all 12