If your account is setup as a Service Provider Company, follow these seven steps to manage a Work Event invitation from your customer.

1. Receive notification of Invitation
    [See Invitations]
   
    
2. Accept or Decline the Invitation
    [See Manage Invitations]
   
    
3. If accepted, assign to a Service Provider (technician)
    [See Routing to Service Provider]
   
    
4. The day prior, verify SP is ‘good to go’ – check box
    [See Routing to Service Provider, step 6]
   
    
5. Manage the execution
   1. SP - check-in, check out [or HQ user override] (if not set as optional)
      [See Steps to Perform an Assignment]
   2. SP - upload deliverables
      [See Steps to Perform an Assignment]
   3. SP - set work as complete
      [See Steps to Perform an Assignment]
      
       
6. Complete closing survey (two questions)
    [See Verifying (closing) a Work Event]
   
    
7. Verify
    [See Verifying (closing) a Work Event]