Once your functions are set, it’s time to detail them. This session focuses on building out service orders efficiently and with intention—through optimized workflows, layouts, views, and pages. Learn how and where to make quick updates, streamline the editing experience, and use filters, groupings, and links to move quickly and accurately. We’ll also unpack powerful but often-overlooked fields—like taxability, service charge exemptions, and billing options—and explain when and why to use them. Whether you're maintaining accuracy or avoiding redundancy, this session will help you build cleaner, more effective service orders.

This session is relevant for all segments and will be especially relevant for Intermediate and Advanced users and app admins as well as event managers. This session pairs well with ‘Building Function Schedules Effectively’ and ‘Work Orders that Deliver’ sessions, but you do not need to attend those to effectively participate in this session.

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