The Service Requests Screen #
The Requests screen is accessed via Services > Requests. It lists all service requests across all customers in a sortable table.
Columns #
| Column | Description |
|---|---|
| Request Number | Unique SR-XXXX identifier |
| Subject | Brief description of the request |
| Customer | The client who submitted or owns the request |
| Contract | The service contract the request is billed against |
| Assigned To | The staff member currently responsible |
| Priority | Low, Medium, High, or Critical |
| Status | Current workflow status |
| Created | Date and time the request was created |
| Last Updated | Date and time of the most recent change |
Filters #
The Requests screen provides the following filters:
- Status – Filter by one or more statuses
- Priority – Filter by priority level
- Assigned To – Filter requests assigned to a specific staff member
- Customer – Filter to one customer’s requests
- Date Range – Filter by creation date
Open Request Badge #
The Services > Requests menu item displays a count badge showing the number of open (non-completed, non-cancelled) requests. This badge updates whenever the page is loaded so staff can quickly see workload at a glance.
Quick Actions #
From the list view, each row includes quick action links:
- View – Open the request detail page
- Edit – Jump directly to the edit form
- Change Status – Inline status update without opening the full detail page