Automatically generate a Service Order

[ekalpakoff]

I am looking to automate the Service order generation for customers that purchase a maintenance agreement with us. Basically when a new contract is create in Tigerpaw, I want the various emails sent out as well as a Service Order created for the first visit and subsequent visits per the contract terms. Is this possible?

[cr1msonmyst]

*Bump

I'm looking for something similar, is there a solution to have tigerpaw automatically create a service order for recurring maintenance customers?

[Marsha Blobaum]

Yes, you can setup recurring service orders for this. See this video for the details, http://support.tigerpawsoftware.com/...iceorders.html

[cr1msonmyst]

Thanks! That video showed exactly what we were looking for!

[Marsha Blobaum]

Happy to help!