Part Requests

The Part Requests section is where your customer can request parts and view the status for each request (i.e. Request Received, In Process, etc.). To view the request details, click the respective ID number or click the three vertical dots and select Details.

Like that of HQ, there are icons throughout the portal. The plus sign (+) allows the user to create a new request. The filter icon offers the option to enable/disable filters. The download .csv icon allows the user to export the data in the table to a .csv file. The manage columns icon gives the option to hide/unhide and arrange the columns in the table.

Within the Part Request details, your customer can view or upload attachments, add a comment to the dealer, and cancel the the request.

You (the Dealer) can view, update, and manage these requests in HQ -> Service -> Part Requests.

TIP: Enable the Created By and Created By Customer filters to help narrow down the list of requests. Also enable the Created By column which will have a green star next to any request that has been created and submitted by one of your customers via the Customer Portal.

To view the details of a part request, either click on the Request ID or click on the three vertical dots to the right of the request.

Once in the Details screen of the part request, you can manage the request the same way you manage ones from your technicians.

TIP: Make sure to update your Assigned To and Status to keep your customer updated when they review the request in the Customer Portal.