What Notes Can Customers See?

Customers cannot see the notes that you put into Workhorse with the exception of on a Service Call where we have the "Reason for Service Call" and "Tech Notes / Invoice Notes"

• Related Articles

• How to Update the RMR for our Customers

  Time to Update your customers RMR. Navigate to: https://app.workhorsescs.pro/rmr/updater Click on Add Update Then choose the Product you want to update. In this case you can see that Monitoring is in 194 Subscriptions. Then Choose the Effective Date, ...

• Service Calls - For Admins

  So today I'm going to show you how to create a Service call in the system. So the first thing we want to do is come down here to the left. Go down to Service calls. And we're going to create a new Service call. So I'm going to select a new Service ...

• Creating a Service Call - For Technicians

  WEBVTT - This file was automatically generated by VIMEO 0 00:00:02.800 --> 00:00:05.300 Right today. I'm going to show you as a technician. 1 00:00:06.200 --> 00:00:07.500 how to start a service call 2 00:00:08.500 --> 00:00:10.000 as well as ...

• Creating Tasks

  WEBVTT - This file was automatically generated by VIMEO 0 00:00:04.100 --> 00:00:07.300 So today I'm going to show you how to create a task within Workhorse. 1 00:00:08.500 --> 00:00:11.300 Over here on the left. We have a task tab, so 2 00:00:11.300 ...

• How to get your AlarmBiller Information

  The first step is to log into AlarmBiller. You can do this by visiting the AlarmBiller website and entering your login credentials. If you do not have a login yet, you will need to create one first by contacting AlarmBiller. Once you are logged in, ...