- 1
Open Service Orders
Go to Client & Legal → Service Orders (/case-matter/service-orders), then click 'Create Service Order'.
Tips- Ensure the client and services already exist
- 2
Select branch and client
Choose the branch and search the client.
What to enter
Field Type Description Example Branch* select Branch handling the order Pune Branch Client* select Client the order is for (search by name/mobile) Ramesh Traders - 3
Add services
Pick one or more services from Service Master and set pricing.
What to enter
Field Type Description Example Service* select Service from the catalog Property Title Search HSN/SAC text Tax code 998313 Start Date date When work begins 2024-06-01 Tips- Each service can carry its own stages, tasks and hearings
- 4
Save the order
Save to generate the service order. Open it to convert to a Case Order and track progress.
Tips- Use the order's Analysis Hub for AI-assisted case analysis