Skip to main content
All CollectionsIntegrations - OtherRemOnline companion plugin
How to quickly create multiple work orders from one customer with different assets using the RemOnline companion plugin?
How to quickly create multiple work orders from one customer with different assets using the RemOnline companion plugin?

Learn how to create work orders in bulk with the RemOnline companion plugin

Amalia avatar
Written by Amalia
Updated over 10 months ago

1. Click on the "RemOnline companion plugin" extension icon and select "Orders creation".

2. Select the location where you want to create work orders and the type of work orders.

3. In the table below, fill in the work order information: group, brand, model, and product modification, as well as the customer's name and phone number (in international format).

One row contains information about one work order. You can copy and paste information in cells as you would in a standard table. There are two ways to add a new row: ctrl+c ctrl+v (it is important to do this in the last row), or right-click and select "Add Row".

4. Click the Proceed button.

5. Wait for the message about the successful operation.

Now you can refresh the page and check for new work orders. If necessary, you can go to these work orders and add information about them.

Important: When creating work orders in this way, we recommend that you remove the required fields in the order form. For example, if the "Malfunction" and "Ad campaign" fields are required, you will not be able to provide information for these fields, and work orders will not be created. You can leave only those fields that are presented in the table as required. Such work orders will be created on behalf of the employee whose API key was used to connect. The fields "Manager" and "Assigned technician" will be set to "Not specified".

Did this answer your question?