Benefit: improved documentation of requests to include photos and other documents.

Screenshot of Service Request form with Add Documents button

In the example shown above, a new button has been added to the service request form to allow documents to be added to a service request.

Pressing the Submit & Add Documents button brings up the add document page. Users can add notes, documents, or images to their request. Once added, documents form part of the service request history and cannot be removed. Documents are automatically assigned to the work orders associated with the service request. The assigned document can be deleted by staff if necessary.

Screenshot of add documents page

Add Documents Page

By default, documents for service requests is turned off. Client administrators can turn ON service request documents in the Administration> Client Profile under the Service Request Settings heading.

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