Accepting Work from Service Company as Provider

Summary

Learn how to accept and begin new work offered through the Lexul Field Service Network.

Note: This article assumes your company is already set up as a Provider in the Service Network.

When new work is offered:

→ The work order appears in Menu → Service Network.

→ An email notification is sent to your Workspace dispatch contact.

→ Open the Service Network to review, accept, or reject the offered work.

From the Service Network page:

→ Find the work offer.
→ Under Actions, select Accept or Reject.

An email notification will be sent to the Service Company letting them know your decision.

After accepting the work offer:

1. Assign the work by selecting:

→ Contract (if needed).
→ Customer.
→ Asset.

2. If you have a QuickBooks integration:

→ Customer and Asset dropdowns will show synced Customers, Sub-Customers, or Jobs from QuickBooks Online or Desktop.

3. Complete the work order.

→ The invoice can be synced to QuickBooks after the work is completed.

After accepting and assigning the work:

→ Open the Dashboard table.
→ The newly accepted work order will appear at the top.
→ Select the work order and begin service.

Available synced data:

→ Customers
→ Sub-customers
→ Products
→ Services
→ Employees

Available synced data:

→ Customers
→ Jobs
→ Items
→ Services
→ Employees

Work orders use data created directly in Lexul:

→ Customers
→ Assets
→ Parts
→ Services
→ Users

To learn how to invoice offered work, see How to Invoice Offered Service Work.