Cases

Cases are designed to help communication relating to Project issues or concerns instead of sending E-Mails around.

  1. Open a Project (Estimate, Job, or Service Request)
  2. Next go to the Activities grid
  3. Click the [New]…[Case]
  4. After updating these fields select [Save]
  5. Next, a Text will be sent to the Resource informing them of this New Case
  6. The next time you open this Case you’re able to update the Information (Priority, Status, Due, or Resource) or make Comments
  7. If you want to add a Comment, then in the Comments gird type in that window then select [Add]
  8. After making modifications select [Update]
  9. On updating it send out a Text notifying the Resource
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