Service Requests Work Orders

The intent of this feature is to provide a mechanism for your customers to submit a Service Request through your own website.

Step 1: From the menu click on Settings -> Company -> Service Request Settings. Copy the link and place it on your own website's button (Request Service).

Service Requests Work Orders

Step 2: When your customer visits your website and clicks on the Service Request button, they will be taken to this form. When they submit this form, you will be notified by email.

Service Request button

Step 3: From the left panel, click on Work Orders -> Service Request. Convert this service request to a work order.

Service Request work order