Service Requests

Who this is for: Business owners and administrators
Time to learn: 5 minutes
What you'll master: Receive customer service requests, review them, and convert to quotes or jobs

Overview

Service Requests are inbound requests from customers who need work done. They arrive through the Customer Portal when a customer submits a new service request. From your dashboard, you can review, respond, quote, and convert them to jobs — all in one place.

How Service Requests Work

Customer submits request via portal
       ↓
Service Request appears in your dashboard
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You review and create a Quote (optional)
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Convert to a Job and schedule work

Reviewing a Service Request

1. Go to Service Requests in the sidebar
2. Click on a request to view details
3. Review the issue description, preferred contact method, and any photos

Converting to a Quote

When a request requires an estimate before scheduling:

1. Open the service request
2. Click Create Quote
3. Add line items and pricing
4. Send the quote to the customer for approval

Converting to a Job

When ready to schedule the work directly:

1. Open the service request
2. Click Convert to Job
3. Select a date, time, and technician
4. The job appears in your calendar

Status Flow

Use the subject line — When creating a quote or job from a service request, the issue description is carried over automatically.

Related Features

• Job Scheduling — Schedule and manage work orders
• Quotes & Estimates — Create and send quotes to customers
• Customer Portal — Where customers submit requests