Service Request Grid

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As soon as you log in, you will see a grid that lists all service requests you have made so far sorted in descending order by the date the service request was created.

 

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At the top of this grid is a menu bar.

 

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The Service Workorders menu option  is used to view your existing service workorders via grid.

 

ServiceRequestGrid3

 

The New... menu option is used to create to a new service request from your service company.

 

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The Refresh menu option is used to refresh the grid every time you create a new service request or edit an existing.

 

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The Users Preferences menu option to used to select a different "look" for your grid and service request entry screen.

 

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The Help menu option is used to access this Online Manual

 

ServiceRequestGrid4

 

The Filter Selection menu option will only appear if you are logged in as a Head Office - someone that is requesting and viewing service requests for a number of other clients.

 

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Select the client you wish to view service requests for, as well as the client you wish to create a service request for.