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Knowledge base
Getting started with us
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Foundational Basics
Definitions
1
Definitions
Templates
2
Creating a Template
Editing a Template
Users
1
User Accounts
Customers
1
Creating a Customer
Getting Started
4
Login
Home Page Layout
Dashboards
Settings
Projects
4
Creating a Project
Copying a Project
Editing a Project
Deleting a Project
[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
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
6
Creating a Work Event
Creating a Child Work Event
Editing a Work Event
Verifying (closing) a Work Event
Canceling a Work Event
See all 6 articles
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
Mobile App and Web App for Service Providers
Getting Started
6
App Store
Login
Layout
My Work Tab
Schedule Tab
See all 6 articles
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