Complete an end-user task

Use an invitation to provide customer information or service feedback required by a work order.

Overview

At an end-user task node, the organization invites the customer through a QR code, WeChat, SMS, or email. The customer completes the task, or an authorized owner can complete it for them.

Before you begin

• You received a QR code, WeChat notification, SMS, or email invitation.
• Prepare information and feedback for the current work order.
• If sign-in is required, prepare the linked end-user account.

Procedure

1. Open the task entry from the QR code, WeChat, SMS, or email.
2. If prompted, sign in with the end-user account.
3. Verify the linked work order, customer, and service.
4. Enter the requested problem details, feedback, confirmations, or other task fields.
5. Verify all required fields and entered content.
6. Select Submit or the displayed primary action.
7. Return to the work order or task page and confirm the updated status.

Expected result

• The task content is saved to the linked work order or business record.
• The work order advances or the page shows task completion.
• Your account can continue to view progress and later notifications.

Troubleshooting

The task link does not open

Confirm that the link is valid and sign in with the linked account. Ask the service team to resend an expired invitation.

The submit action is unavailable

Complete all required fields and confirm that the task is still pending. A completed or expired task might no longer accept submission.

Notes

• Enter information only for the current work order.
• Fields and completion rules depend on configuration.
• For agent-assisted completion, verify the content with the service team first.

Related topics

• Track work order progress
• Receive and view service notifications
• Submit a service review