How to Create a Work Order in Enterprise Sales

The Enterprise Sales Application is a powerful sales tool to take with you anywhere you go. Whether you are out in the field, visiting someone in their home or in the cemetery office; this app can travel with you and be used everywhere you go. This How to Guide will walk you through How to Create a Work Order in Enterprise Sales. If you are interested in licensing this application, please reach out to webCemeteries at [e-mail] or call 1-800-653-7049.

Step 1

Open the app from the home screen of your mobile device or visit sales.webcemeteries.com from your desktop computer. If this is your first time accessing the Enterprise Sales App please review this article to learn how to add the app to your device's home screen. 

Step 2  

Once you've logged in, you will see a list of the cemeteries you have permission to view, or if you are only accessing one cemetery you will see the app tools which you can start using.  

Step 3

Click "Location and Status" to search by Location or by property status.

Step 4

Select a Section from the drop down list if you'd like to see all properties in that section, or filter your results further by entering other location information. You can also search by property status to see all For Sale, Reserved or Empty status properties in a section. If pricing information has been added into your database you can also search price ranges. Below is an example of a search you could run.

 

Step 5 

Search results will appear below and you can scroll to find the location you are looking for. Click the location to view more information. 

 

Step 6

Click on the "...More" menu to access the "Create Work Order" button. 

 

Step 7

Upload an inspection photo from your device by clicking on the image box. Select the Job Type from the drop down menu, Priority level and add a Description. Click "Save" once all information has been added. 

Step 8

Your work order has now been filed and it can be managed in webCemeteries Management.