Confirming that you have ordered a service for a client, or what service in particular you've ordered, is a simple process.
- Log into i65.
- Click on the Clients tab and locate the specific client from the list and click on the name. (NOTE: If the client you are checking on does not appear in the list, you have not added the client to the i65 system and, as a result, have not ordered any services for that client.)
- On the next screen, you'll see all of the activity that has happened through the i65 system for this client.
- If you've ordered any services for this client, these services will show up in the listing of activity with a status of Not Started (if just ordered), In Progress (if i65 has started servicing the order) and Complete (if done). See an example below.
- If you have not ordered services for the client, you will not see a service listed under the activity column.
- If you've ordered any services for this client, these services will show up in the listing of activity with a status of Not Started (if just ordered), In Progress (if i65 has started servicing the order) and Complete (if done). See an example below.
To learn more about ordering services for your clients, please click here.