Processing Service Requests from Building Optimization Broker

The number of service requests that have been created in Building Optimization Broker and aviailable to be processed in Schedule are indicated on the Schedule menu bar to the right of the Service Requests button. This number is updated every time Schedule does an auto-refresh, which is based on the Time Period set up in Global Options Settings. For information on how to set up the integration with Building Optimization broker, see Building Optimization Broker Settings.

To process a service request: 

1. In Schedule, select Service Requests from the menu bar.

2. The Service Requests window opens to display the following service request information that was entered in Building Optimization Broker:
   • BOB WO
   • Customer Name
   • Location Name
   • Request Date
   • Request Description
   • Equipment
   • Issue Types

   • Caller Name/Number/Email
     This is the requester's information that was entered on the service request, or in the service request email, in Building Optimization Broker. If the requester information is not entered on the service request, then the information displays for user who created the service request. 

     If you have the auto-create Signature Location Contact feature turned on, this will not apply to service requests from Building Optimization Broker.

3. To reject a service request, right-click on a service request and select Reject Request. When a service request is rejected in Schedule, the service request is removed the Service Request window in Schedule and a Declined status upate is sent to Building Optimization Broker for the service request.
4. To accept a service request, right-click on the service request and select Accept Request. When a service request is accepted in Schedule, the New Service Call window opens with some of the information from the service request defaulted in. See Viewing/Editing the Service Call for more information.
5. Once you've saved the service call, the service request is removed from Schedule's Service Request window and a service appointment is created in Schedule. The status update selected for the service request is sent to Building Optimization Broker as well as appointment information. The service request and appointment cannot be edited in Building Optimization Broker.