Your Account 3

• Login
• Company Subscription
• Integrations

Getting Started 5

• Definitions
• Home Page Layout
• Dashboards
• Settings
• Starting from Scratch

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

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

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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

Quick Guide 1

• Service Provider Company Quick Guide

Workflow 2

• Invitations
• Manage Invitations

Estimates 2

• Global Estimates
• Work Event Estimates

Invoices 4

• Charges
• Cancel Recurring Charges
• Refunds and Returns
• Cancel a Refund or Return

Data Review and Exporting 1

• Reporting and Data Management

Getting Started 6

• App Store
• Login
• Layout
• My Work Tab
• Schedule Tab

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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

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?

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