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How to create a new order from an incoming call

Learn how to quickly create new work orders from an incoming call card in the RO App to speed up call processing

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Written by Diana

To use this feature, you need to connect and configure telephony on the “Settings > Telephony” page. After that, RO App will display an incoming call card.

You can create a new order from the incoming call card. To do this:

Step 1. Click on the “+ Create” button, then “New Order” to open a window for creating a new order.

Step 2. Fill in the required information and click the “Create” button.

⭐ Creating and managing orders is available starting with the All-in-One subscription plan.

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