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How To Notify a Vendor

Steps to send a notification to a vendor from a Work Order


Once a vendor has been assigned to a Work Order, WarrantyOS allows you to send an email notification when the Work Order is underway. This notifies the vendor that they have been assigned and provides the details needed to complete the repair.

Steps

  1. Open the Work Order

    Navigate to the relevant Service Request and open the Work Order.

  2. Assign the vendor

    In the Work Order, select the vendor.

  3. Change the status of the Work Order

    When changing the Work Order status from Draft to another option, a pop-up will appear to assign and notify the vendor.

  4. Notify the vendor

    Click Continue to automatically send an email to the vendor.


Key Notes

  • The vendor must be assigned to the Work Order before a notification can be sent.

  • Make sure the vendor's contact information is accurate in your vendor directory β€” notifications are sent to the email address on file.

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