Service Requests | Dealer Admin Global Help

Create a service request in Dealer Admin that notification to the assigned technician. Users can view, edit, close, and delete service requests from the Service Request Dashboard.

Note: Access to the Service Request Dashboard and the ability to manage service requests is restricted to users with Admin authority or the appropriate custom role permissions. Technicians can only view or close service requests. For more information about these permissions, refer to Personnel Roles.

Create a Service Request

To create a service request, complete the following steps.

Go to Customers.
Select the customer’s name.
In the row of the system that needs to be serviced, select the More icon.
Select the Service Request icon.
In Select Technician, choose the technician that you want to assign to the service request.
In Service Date, choose a date for service to be completed.
If necessary, add details for the request in Notes.
Select Save.

Edit a Service Request

To edit a service request, complete the following steps.

In the menu, go to Tools > Service Request Dashboard.
In the row of the service request that you want to edit, select the More icon.
Select Edit.
Edit the request as needed.
Select Save.

Close a Service Request

To close a service request, complete the following steps.

Note: After a service request is closed, it cannot be edited until you Reopen a Service Request.

In the menu, go to Tools > Service Request Dashboard.
In the row of the service request that you want to close, select the More icon.
Select Edit.
Select Close Request.

Reopen a Service Request

To reopen a service request, complete the following steps.

In the menu, go to Tools > Service Request Dashboard.
Select Show Closed Service Requests.
In the row of the service request that you want to reopen, select the More icon.
Select Reopen Request.

Delete a Service Request

To delete a service request, complete the following steps.

In the menu, go to Tools > Service Request Dashboard.
In the row of the service request that you want to delete, select the More icon.
Select Delete.
To delete the service request, select Confirm.