Skip to content
  • There are no suggestions because the search field is empty.

How to create a work order in the Customer portal

Introduction

This article will explain how a work order can be created in a Customer portal.

Step-by-Step Guide

  1. The client needs to log into their Customer portal environment.
  2. In the top right corner the option to create a new order is shown.
  3. A screen will open where all relevant information can be filled.
  4. On the right side is a checklist that will show if all mandatory information has been filled. An order can not be completed if not all boxes are checked.
  5. When all boxes are ticked the order can be created by agreeing to the terms and conditions and click on the create order button.
  6. The new created order can be found in the OutSmart account. Open the work order overview and select the requests option. This will open a new view with an option Portal requests.