Does the work order process involve emailing work order requests directly to vendors?

Question: Can you please let me know if the work order process with Vantaca involves emailing the work order requests directly to the vendors?

Answer:

The Send to Service Provider step is configured to Send To the role of Service Provider, which means that it will send the templated email on the step to the Service Provider selected in the action item edit screen. This then ties that service provider to the action item, so that 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.

Service Providers can be assigned logins through the Service Provider record, which would then allow the Provider to login and set communication their preferences. This is most common for Collections Attorneys. Click here to learn more about this process. Otherwise, your Service Providers will always receive emails, provided that your action item step is configured accordingly.