SERVICE REQUEST
Service Request Search, Sort and Filter Options
Back Tap on Service Request module from the left side menu To search, tap on Search icon at the top right hand side Type your search in the text field. Click on Done or the Search button. Tap the X next to the search box to undo the search To sort, ...
Create a Linked Work Order from a Service Request - Service Request
You can create a linked work order from a service request record in NEXGEN to carry over some original information from that SR record to the WO. This is useful if, for example, you are investigating a service request and find that work needs to be ...
Create a New Service Request - Service Request
You can create a new service request from scratch from the NEXGEN Android tablet app. See below for instructions on how to do so. Navigate to the Service Request Module To navigate to the Service Request module: In the top left of the screen, tap the ...
Add a Resource to a Service Request - Service Request
Adding time in NEXGEN is done by adding the names of any employees or equipment who worked on the service request to the Resource tab. This feature is used to log labor time on records for job costing purposes. To learn how to add resources to a ...
Add a New Customer to a Service Request Record - Service Request
If you need to add an additional customer and their contact information to a service request, you can do so in the Customer tab. See below for instructions on how to do so. Navigate to the Service Request Module To navigate to the Service Request ...
Add an Existing Customer to a Service Request Record - Service Request
If you have a customer and their information already registered in NEXGEN, you can quickly add them to service requests by following the steps below. Navigate to the Service Request Module To navigate to the service request module: In the top left of ...
Add an Attachment to an Existing Service Request
Back Tap on Service Request module from the left side menu Tap on an existing Service Request Tap on Attachments tab Tap on the Upload icon Choose where to upload the image from Select the image from the location Enter a new image name if required ...