View a Service Request in New Status
Back
- Tap on Dashboard module from the left side menu if not already on the screen
- Tap on New tab from My Service Requests
- Tap on any existing Service Request from the list
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View a Service Request in Active Status
Back Tap on Dashboard module from the left side menu if not already on the screen Tap on Active tab from My Service Requests Tap on any existing Service Request from the list
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 ...
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 ...
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 ...
View a Recently Viewed Service Request
Back Tap on Dashboard module from the left side menu if not already on the screen Tap on any listed Service Request from the Recently Viewed Service Requests