Service request

A service request is inbound demand the office reviews. It is not a work order and not a visit.

Operations → Service requests. Statuses: New, Reviewing, Converted, Rejected. Conversion creates at most one Open work order.

Customer is required; site and contact are optional.

What it is not

• Not Field execution. Technicians do not create requests.
• Not a calendar slot. Convert, then add an appointment.
• Not automatic from the portal unless that path is enabled as a request — confirm the product screen.

Public booking is different

Public booking creates a Draft work order and an appointment. It does not create a service request.

Full workflow: Service requests.