I am a client

From orders to invoicing, and everything in between.

• *Hot Tip! Watch videos on fast speed!*
• (Video): Start Here! Save SourceNow VMS to your phone's home screen.

Account and Login

• Reset your Own Password
• Reset Passwords for Other Users in Your Company
• How do I login to SourceNow VMS?
• (Video): Create a New User
• (Video): Reset Your Password
• (Video): My Locations

Orders and Assignments

• How to Create a Job Order
• How to Edit a Job Order
• How to Approve/ Reject a Job Order
• How to Approve a Job Order
• How to Duplicate a Job Order
• (Video): Duplicate Job Orders
• (Video): Creating Job Orders
• How to Cancel a Job Order
• Sort and Cancel Job Orders
• How to Search for Active Assignments
• (Video): Viewing Active and Completed Assignments
• Extend Assignments (Change End Date)
• How to End and Reactivate an Assignment
• (Video): Editing and Extending Assignments

Timesheets and Invoices

• Approve Timesheets in SourceNow VMS (Client User)
• (Video): Running the Timesheets with Rates and Hours Report

Settings and Reports

• How to Auto-Populate Fields on Job Order Creation
• How to Add Organization Markups Through VMS Account Settings
• (Video): Client Company Structure Setup
• (Video): Add a Job Title
• (Video): Add a Rate Card
• How to Export the Active Assignment Status Report
• How to Access Worker Profiles Using Advanced Search
• How to Mass Upload Timesheets