Provide Services

As a Contractor or Vendor provide services to your clients. Create to Provide Service Job Card for offering your services to them.

How do I create a Provide Service Job Card?

1. Navigate to the Jobs Menu from the sidebar (refer to Navigation - Jobs Menu).

2. Click the Add sub-menu option under the Jobs Menu.

3. Enter the Name & Description, then click the Provide Service radio button.

4. Choose the Client to to whom you are providing services

5. Choose who to assign the Job Card to (Internal or External)

  • Internal - Your Personnel or yourself
  • External - Your Vendors (outsourcing the work)

6. Select a Workflows (Submission guidelines/Survey Form for capturing information you require for the Job Card for you to verify the work is complete)

7. Either use you current address or enter a new address as the Service Address

8. Pick the Estimated Job Start Date & Completion Date, then click the Save button to create the Job Card

Please Note: The assigned vendor/personnel will recieve a New Provide Service Job Card notification.

Service Requests
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