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  1. Select the App Drawer icon.
  2. Select Service Requests.
  3. When you select a Service Request from the left panel, the Service Request details are displayed.
    The information that displays in this panel includes:
    • Work Order ID: Automatically generated.
    • Client: From the Service Request.
    • Site: From the Service Request.
    • Health Icon: Priority from the Building Optimization Broker data.
    • Summary: From the Service Request.
    • Description: From the Service Request.
    • Call Type icons: From the Service Request. You can add Call Types to the Service Request by selecting the Add icon.
    • Created On Date: The date that the Service Request was created.
    • Last Update Date: The date of the last update to the Service Request.
    • Request Source: Indicates how the Service Request was created.
      • Email - Sent from Client.
      • API - Created in Building Optimization Broker or via a 3rd Party web form.
      • Rule - Created from a Rule Fault.

Viewing Service Request Appointment Information

If there are any Appointments created for the Service Request, these will display in the Appointments section.

The Appointment information includes:

  • Appointment
  • Date/Time
  • Technician
  • Status: To see a list of possible statuses, see Service Statuses.

Viewing Service Request Call Information

The Service Request Call Information is displayed on the right panel.

The Call Information includes:

  • Call Status: To see a list of possible statuses, see Service Statuses.
  • Priority (Low, Medium, or High)
  • Client
  • Site
  • Equipment/System
  • Area
  • Client Contact
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