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About Upload Tool

...rs to create up to 250 work orders at one time by uploading a tab-delimited file. The Upload Tool c...a later time. Reasons buyers choose to use this tool include: Project-driven services High volum...

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Files and the Upload Tool

... be attached to the work order. If should be a comma separated list of file IDs that have been pre-uploaded to your Buyer Command Center. You can view the file IDs in the File Manager.

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Saving as Draft

Buyers treat the Draft status as a staging area until they are ready to send the work order to service pros. Work orders in Draft status can be copied to generate future work orders. Work orde...

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Steps to Uploading

Here are the steps to upload a file of up to 250 work orders: Buyers go to Work Orders > Create Work Orders > Upload file of work orders > Upload version 3. Choose file, template, & mappin...

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Command Center Features

...in to the service event. In addition, a buyer can upload small image files to be used as alternative...ing feature. Reasons buyers choose to use this tool include: Project-driven services High volume ...

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Live Chat Support

...ce pros are able to chat live with a Market Support Representative using the Live Chat feature. The tool is accessed directly from the home page upon logging into OnForce. Buyers can chat with a repre...

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Research Market Pricing

The community can research market pricing by navigating to onforce.com/research. This real-time tool provides a comprehensive picture of the local landscape of on-site IT services. For national IT ...

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Adding Logos

...ll appear on all work orders by default. Using the Company Settings > File Manager, buyers can upload additional logos. When creating work orders or templates, buyers choose which logo will appe...

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About File Manager

...network schematics or training materials that pertain to the service event. In addition, if a buyer uploads images, they can used as alternative logos on work order PDFs. Images over 250K cannot be us...

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Describe the work

...work order to the pros. Buyers can locate work orders by searching the Title field in the search tool of the BCC. The title of the work order is seen in the Marketplace Research Tool when the work...

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Buyer Command Center

...: managing work orders, using various marketplace tools, customizing a buyer's company settings, and...with custom fields, standard instructions, and to upload files which can later be attached to work o...

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Document Management

...cument with the work order when submitted back to OnForce. The service pro has the ability to upload or email the scanned document back to OnForce, or fax the completed document to a fax number ...

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Search Work Orders

..., work order title, and any of the custom fields that may have been set up. The work order search tool is always available in the upper right-hand side of the command center. The search renderin...

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About Routing Rules

...implifies the routing process whether the work order is created manually or via the API integration tool Routing Rules automatically re-route unaccepted work orders to more service pros Routing Ru...

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Remove/Ban Members

...an a service pro from a PPN: Navigate in the BCC to Marketplace Tools > PPN Use the search tool to locate the service pro (search Pro ID, First Name, City, etc.) Select the checkbox next to...

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Preparing the Data File

...ributes, etc. This file is typically created using Excel and then saved as a Tab Delimited file for upload, However, output from any system, as long as it ends up as a Tab Delimited file, can be mapp...

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Bundled Work Orders

... bundle. The listing of draft work orders are sorted by zip code for logical grouping. The mapping tool shows the location of selected work orders. A disabled check box indicates that the work order...

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About Pricing Methods

...rate stated in the accepted offer upon the successful completion of a work order. The Request Quote tool is enabled for buyers who have at least 10 paid work orders. Pre-Priced Work Orders Pre-priced...

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Preparing the Template

Buyers create templates by navigating to Company Settings > Templates. Templates can be based on existing work orders or templates, or can be created manually. Buyers can create and apply templa...

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