Using the Building Optimization Broker, your customers or internal employees can Request Service by sending an email.

Enabling Email to Service Calls

1. From the mega navigation, select Services, or from the App Drawer, select Service Requests.
2. In the left navigation, select Settings.
3. On the Email to Service Call tab, select the toggle to enable the option for your Clients to email a request for service.

4. Enter a unique Email Alias. Once an email alias is entered, it cannot be changed. 

   An Email Alias is simply an email address that is created and used for email address forwarding. The Email Alias is a unique email address to your Company that a customer or 3rd party system uses to create a Service Request in BOB. It is not an actual user account, nor does it correspond to a user account on a mail server. This is NOT INTENDED for User-level outbound emails. Do not put your email address in this field.

Creating Client Email Templates

In this section, you are creating unique email templates for each of your Clients. Your Clients will use this Template when sending an email for a Service Request.

1. In the Email Templates section, select the Client drop-down to select a Client.
2. Select the operating system Template (Windows or Mac).
3. Select Generate Email Template to download the template.eml Email Template.
4. Select Save.

Email Template Example

• The Email Alias is auto-populated into the To: field.
• Your Client can enter an email Subject that summarizes the issue.

In the Body of the email: 

• Company ID and Client ID auto-populate and must not be edited.
• The Company Name must not be edited.
• Your Client can enter:
  • Priority: 
    
    • Low (default value)
    • Medium
    • High
  • Issue Types: Remove the issue types that do not apply to your request.
  • Description: Provide a description of the problem above the final asterisks ***.