Service Modules > Work Order Management > Work Order Management for End Users > Work Order Creation > Creating Service Request Work Order
Creating Service Request Work Order
After customer raises a service request, call center agents or customer service agents can create a Service Request Work Order to gather initial information that includes Customer’s Account, Contact, Problem Description, and so on. You can create a Service Request Work Order from Installed Product, Account, Location, and so on.
Let’s take an example where you want to create a Service Request Work Order from an Insatlled Product.
To create a Service Request Work Order:
1. From the Home page, go to an existing Installed Product record and click Create Service Request Work Order. The Create Work Order page is displayed for the selected record.
The relevant information from the Installed Product record will be automatically copied and displayed.
2. Provide the details for the fields as described in the following table:
Field
Description
Work Order Information
Account
Specifies the Account of the Installed Product.
Contact
Specifies the primary point of contact for the service, allowing the technician to coordinate directly with the customer.
Product
Indicates the product that requires service, helping the technician understand what equipment or item is involved.
Priority
Specifies the urgency of the Work Order so it can be scheduled and addressed appropriately. For example, Low priority.
Component
Specifies the specific part of the product that needs attention, enabling more targeted servicing.
Billing Type
Specifies the billing method. The Billing Type can be contract, warranty, and so on.
Order Type
Specifies the type of the Work Order. Select Field Service to create Field Service Work Order.
Problem Information
Problem Description
Specifies the issue reported or observed. This provides context for the technician and helps ensure accurate diagnosis and resolution.
3. Click Save.
You are redirected to the newly created record.
Similarly, you can create Service Request Work Order from other source records.
Was this helpful?