How to create a service request
How to create a service request. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Requests and press New request, or use Quick actions → Request inspection on a job, or Request a modification on a scaffold scan page.
- Choose the Request type (Erect, Modify, Dismantle, Delivery, Pickup / Off-hire, Inspection, Repair, Other) and Priority (Low, Normal, High, Urgent).
- Pick the Job and, for existing work, the Scaffold. Leave Scaffold empty for a new build and fill Area and Location of the new scaffold.
- Add Requested date, Source, Requested by, contact phone/email and a Description (required).
- Press Submit request.
Tip
Dispatch is notified and the customer gets a "We received your request" message. You must choose a job or customer and write a description, otherwise: "Choose a job or customer and describe the request". An Erect request creates a scaffold in status Requested.