Technician Requests

The Technician Requests page allows you to search and find requests from the technicians. These requests could be for more work, a quote not attached to a work order or a sales lead not attached to a work order.

You can search using the search bar on the top of the page, or there are also multiple other filters that you can use to make your search a little easier. Once you have found your request that you are looking for, then you can view the "Details" by clicking on the 3 dots all the way to the right of the request and then clicking on "Details". If you would like to delete the request then you can click on "Delete" after hitting the 3 dots.

Comments

Who do you want to Notify?

You can use the formatting tools to select font color, bold, italics, etc. as well include a URL link.

(A) Specific Users, the elected users will be notified of this comment, regardless of notification settings.  NOTE: By default, the technician who submitted the request will be selected.

(B) User Groups, the selected user group(s) will be notified of this comment, if they are signed up for notifications.

(C) If No One is selected, the comment is added without notifying anyone, including the technician.