Menu Path
Operations > Reports > Call Center > Service Requests
Description
Create service requests when tenants call in to request maintenance. Use the search bar to locate information associated with the caller. If the caller record does not exist, you may create a new caller record. If a caller record does exist, you may edit the caller's information and then enter service request details. Next, assign personnel to complete work required for a particular service request. After you choose to assign personnel, the system generates a work order for which you may assign one or multiple activities. You may view the work order details on the Work Order Details page.
To close a service request, the service request to close must be open and associated with an open work order to which personnel is assigned. Closing a service request also closes the work order to which it is associated. Additionally, you must have sufficient system privileges to close both the service request and work order. You may close service requests on the Closing page of the Service Requests form, or you may book employee time for service requests and close service requests concurrently on the Book & Close page of the Service Requests form.
You may also book hours, issue or return parts, enter additional charges, and create a service request log entry for service requests on the Service Requests form.