Introduction:

When managing your business operations through ServiceBox, the ability to track and assign responsibilities to the right personnel is vital for efficiency and accountability. An important aspect of this is ensuring that work orders are correctly associated with the team members responsible for them, including salespersons who generate new work orders. 


Overview:

This article will guide you through the process of assigning a salesperson to a work order within ServiceBox. This includes linking the name of the person who created the work order to the order itself, which can be particularly useful for tracking performance and maintaining organization.


Steps to Assign a Salesperson to a Work Order:

Using Custom Fields:

ServiceBox also allows the use of custom fields to tailor your work orders to better fit the needs of your organization. You can create a work order custom field specifically for salesperson assignment. This could be a Single Line text field or a Restricted Dropdown containing only the names of your sales associates.



  • Restricted dropdown option: 
    • Navigate to the Settings -> Work Order -> Custom Fields
    • Name the custom Field, select "Restricted Dropdown" option and enter sales person's names separated by a coma as shown below in the screen print.
    • If you select this option, maintain an updated list of sales personnel to ensure all potential creators of work orders are included.





When you create a Work Order, Select the name of the Sales Person as shown below:




  • Single Line Text option: 
  • Navigate to the Settings -> Work Order -> Custom Fields
  • Name the custom Field, select "Single Line Text" option.




When you create a Work Order, enter the name of the Sales Person in the custom field created. 



  


Should there be any questions or further assistance required, please reach out to our customer support team for personalized guidance support@jobboxsoft.com