Service activities

Create service activities to define and maintain tasks in a service order. A service order can include one or more service activities to be performed by a worker.

Service activities are defined on the Activity types page (go to Sales and marketing > Setup > Activities > Activity types). After you set up activities, you can add them to service orders automatically based on the related service agreement, or you can manually add activities when you add lines to a service order.

You can view the status of service activities on the Dispatch board page. You can also reassign activities from one worker to another worker in that page.