Service Requests

Your customer can submit a service request in Service/Request, click the + sign to submit a service request.

For the customer, to view the service request details, click the respective Request ID or click the three vertical dots, then click Details. Like that of HQ, there are icons throughout the portal that allow users to enable/disable filters, to export the data in the table to a .csv file, and to hide/unhide and arrange the columns in the table and to request a Repair/PM click the plus sign (+).

This allows you to view the details of the request (i.e. problem description, attachments if applicable, etc.), to [Cancel] the service request, and to send a comment to your dealer (i.e. A customer may comment asking for the status of this request?).

For the Dealer, the Service Requests can be found in your Tinnacity’s HQ under Service/Work Order Requests and allows you to view the details of the request (i.e. problem description, attachments if applicable, etc.), to send a comment to your customer (i.e. A customer may comment asking for the status of this request and you can comment back with an update). You would then use this request to create the respective work order. 

In HQ, Work Order Requests includes a Status field that indicates the current status of the request, specifying whether the request is Pending, Request Received, Need More Info, Assigned, Work Order Opened, Completed, or Canceled. It is important to keep these updated so that your customer knows the status of their request. TIP: Requests submitted by your customers will have a green star next to their name.