#Service Requests

Service Requests track when clients request your services. Each request follows a lifecycle from submission to completion.

#Request Lifecycle

#Creating a Request

1. Go to Service Manager → Service Requests
2. Click New Request
3. Fill in:
   • Service — Which service is being requested
   • Client — The user or contact requesting it
   • Assignee — Team member handling this request
   • Stage — Current workflow stage
   • Status — Current status
   • Notes — Internal notes

Line items and requirements are automatically copied from the selected service. You can modify these to fit the specific request—add, remove, or adjust quantities as needed.

#Managing Requests

#Filtering

Use filters to find specific requests:

• By service, stage, or assignee
• By status
• By date range
• By price range

#Updating Status

1. Open the request
2. Click Edit
3. Change the Status field
4. Save

#Updating Stage

As work progresses, update the stage to track workflow:

1. Edit the request
2. Select the new Stage
3. Save

#Managing Requirements

Requirements are copied from the service but can be modified for each request:

• Add additional requirements specific to this request
• Remove requirements that don't apply
• Update statuses as clients submit them

Requirement statuses:

• Pending — Awaiting client submission
• Submitted — Client has provided it
• Approved — Verified and accepted
• Rejected — Needs resubmission

#Adjusting Line Items

Line items are also copied from the service and can be customized:

• Add extra line items for this request
• Remove items that don't apply
• Change quantities as needed

The total price updates automatically based on your changes.

#Attachments

Upload files related to the request in the Attachments section.

#Comments

Use comments to log notes, progress updates, or internal communication.

#Deleting a Request

Requests are soft-deleted (moved to Trash). You can restore them later.