Communicating with Vendors through Work Orders

Question: Does the work order process with Vantaca involve emailing the work order requests directly to the vendors?

Answer:

The short answer is: Yes!

Assuming you have a standard Configuration for your Work Order Action Item, the Send to Service Provider step is configured to Send To the role of Service Provider. This means that it will send the templated email on that step to the Service Provider selected in the action item screen.

Note: In order for the Service Provider to be contacted through the Work Order process, they must have an email on file. See Service Provider Contacts for more info.

Viewing Service Provider Action Items

Once an Action Item has been assigned to a vendor, you can go to the Service Providers > Action Items page and view the action items assigned to each Provider.

Once a Service Provider is assigned to an action item, users can then directly message the Service Provider using the New Message feature by sending to the role of Service Provider.

How can Vendors view Action Items?

Service Providers can be assigned logins through the Service Provider record, which will allow that Provider to log in and set their communication preferences. (Text vs Email, for instance) Otherwise, your Service Providers will always receive emails, provided that your action item step is configured accordingly. For information on setting up these Vendor Logins, visit the Creating View Only Users to Access Vantaca.net. 

Note: This is most common for Collections Attorneys