Service Request Management

Your Role

You own service requests from creation through closeout. FSEs do the field work; you make sure the paperwork is complete and the request moves through stages correctly. (coming soon)

Creating a Service Request

From a customer call, from a PM schedule, or from a task. What to fill in. (coming soon)

Tracking Through Stages

What each stage means, what needs to happen before moving to the next one. (coming soon)

Resolution and Repair Codes

Selecting the right code when the request is closed. Why this drives reporting on callout reasons and recurring issues. (coming soon)

Closeout Checklist

What must be complete before a request can be closed — service report filed, parts accounted for, customer notified. (coming soon)

Covered vs Billable

How to tell if the system is under contract (covered) or if this is a billable service call. (coming soon)