Previously, NEXGEN users were only able to add service requests based on an address. As of the launch of version 12, users are now able to create a service request by address, coordinates, location, or asset. These features were added to expand the use of service request creation in the Service Request module. For additional details on creating service requests as was documented for our prior builds, see this article.

Note: You can configure the default SR problem area that is used to create new service requests in Company Options. Click here to see an article detailing how to do so.

Navigate to the Service Request Module

1. From the NEXGEN dashboard, hover over Customer in the blue sidebar on the left.
   
2. Click Service Request.
   

Create a Service Request by Address

One of the ways you can create a new service request is by entering an address. See below for steps on how to do so.

1. Navigate to the Service Request module.
   
2. In the top left, click the drop-down arrow next to +New.
   
3. Select Address from the drop-down options.
   
4. In the zone marked Report Problem Area, enter an address.
   
1. Enter an address in the search bar, use your current location, or drop a pin by clicking within the map.
   
5. Fill out the fields in the Service Request record as needed.
   
6. Click Save in the top right.

Create a Service Request Using Coordinates

To create a service request by using coordinates, follow the steps below:

1. Navigate to the Service Request module.
   
2. In the top left, click the drop-down arrow next to +New.
   
3. Select Coordinates from the drop-down options.
   
4. In the zone marked Report Problem Area, enter the coordinates of the issue.
   
1. You can enter the coordinates in the leftmost field if you know them or enter an address (or use your current location) in the rightmost field to populate the coordinates automatically.
   
2. You can also click and drag to move a pin around the map. The coordinates will populate according to the pin's location.
5. Fill out the fields in the Service Request record as needed.
   
6. Click Save in the top right.
   

Create a Service Request by Location

To add a service request using the location hierarchy tree, follow the steps below:

1. Navigate to the Service Request module.
   
2. In the top left, click the drop-down arrow next to +New.
   
3. Select Location from the drop-down options.
   
4. 
   In the zone marked Report Problem Area, click the + sign in the Location field.
   
5. Select a location using the hierarchy tree.
   
1. Expand or collapse the hierarchy tree to find your chosen location.
   
6. Fill out the fields in the Service Request record as needed.
   
7. Click Save in the top right.
   

Create a Service Request by Asset

To add a service request using an asset, follow the steps below:

1. Navigate to the Service Request module.
   
2. In the top left, click the drop-down arrow next to +New.
   
3. Select Asset from the drop-down options.
   
4. 
   In the zone marked Report Problem Area, click the + sign in the Asset field to add an asset.
   
5. Select an asset using the pop-up.
   
6. Click Save to confirm your selection.
   
7. On the SR record, fill out the Service Request record as needed.
   
8. Click Save in the top right.