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Quick start: service company

This page is for companies that provide maintenance, service, periodic inspection or consulting to other companies. If your customer uses kommuns, they invite you; you then do the work with your own team, on the customer's inventory.

1. Create your account and organization​

Create your account, click Create Organization in the Lobby and choose Expert Organization. Use a company address as the Organization Identity e-Mail Address (e.g. service@yourcompany.com). → Creating an organization

2. Give your identity e-mail to your customer​

Your customer invites you with this address; the invitation also says whether they add you to do the work or as the Consultant (review and final approval). The invitation arrives in Expert › Incoming Invitations; open it and click Accept. → Working as an expert company

3. Invite your team​

Invite your technicians with Assignees › Employee Invitation. Crews that work together can be set up as teams. → Inviting employees

4. Forward the incoming work order​

When your customer assigns you a work order, it appears in Expert › Incoming Work Orders. Open it and choose your technician with Forward. The technician fills in the form and completes it; your customer sees the result at the same moment.

5. Pass permissions on if needed​

So that your technicians can browse the customer's inventory and report issues, pass the permission on from the External Permissions tab of the customer page. → Delegating a partner permission to your team

Next​