If you want to create a new client request, click on green "New client request" button.
When creating a client request, enter its title. Fill in the customer, object, select the responsible person and equipment if needed. Description and files section will help to make client request even more informative and accurate. Office will be filled in automatically by the user’s who is creating the client request, office.
Have in mind that object is selected automatically in the client request creation form if customer has only one object.
If the object already has active work orders or request, you will be able to see them right away under the object field. All the wok orders and active requests are clickable, so you can open them, review and make any other action if needed. It helps to avoid the duplicate requests.
Newly created client request will appear in the list. User will be able to preview, edit, archive or create a client from it.
You can also duplicate existing request. All the information from original request will be copied to a new one.
Click on the request and select "Copy" action.
Review the information, change details if needed and click "Save". Newly created request will appear in the list.
Application user can also create a request from the app if he has a permission to do it. Request option is near the work order. Click on it.
The request form is simple and requires only client, object and title entered. User can additionally add a description. The office of the user is set up automatically but can be changed if needed.
When you are creating a work order from a request, all active (not canceled or archived) requests will be visible under the selected object. In that case you will know if the object has any requests before creating a new work order.
