Service Requests

Service Requests capture ad-hoc service needs—customer calls, technician recommendations, and unscheduled work that doesn't come from a PM agreement.

When to Use Service Requests

Create a Service Request when:

• A customer calls with a problem
• A technician notices something during a PM visit
• Any unscheduled work is needed

What's in a Request?

Each Service Request includes:

• Customer — Who needs service
• Title — Brief description of the issue
• Description — Detailed information about the problem
• Due Date — When the customer wants service

Creating a Request

1. Navigate to Service Requests
2. Click Add Request
3. Select the customer
4. Enter title and description
5. Set due date if the customer specified one
6. Save

Tip: You can create a Service Request quickly from the Quick Actions - just start typing, select the "Create Service Request" option.

Tip: Be specific in the description. "Compressor making noise" is less helpful than "Loud grinding noise from IR rotary screw on startup, customer reports it started Monday."

Request to Service Workflow

When you create a Service Request, NORDVEST automatically creates a linked Service:

1. Request Created — Logged when the call comes in; a Service is created immediately
2. Schedule the Service — Use the Schedule page to assign a date and technician
3. Work Performed — Technician completes the job and records what was done
4. Service Closed — Work is reviewed and finalized; the request is closed

The request stays linked to the service, so you can always trace back to the original call.

Viewing Requests

The Service Requests page shows all open requests. Use filters to find:

• Requests by customer
• Requests by date range

Request Status

Service Requests are managed through their linked Service:

• Open — The request is active and awaiting work
• Closed — The linked Service was completed; the request closes automatically

You don't need to manually close requests—completing the Service handles it.