Displaying Service Request Information

Complete the following procedure to display service request information.

To display service request information

1. Tap Side Menu and then tap Service Request to display the following:

   • The Service Requests list in the main pane.

   • The Calendar showing the activity planning information in the side pane.

2. Update an existing service request as follows:

   1. Tap a service request in the Service Requests list.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

   Note: You cannot modify service requests that are closed.

3. Create a new service request as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new service request in the fields that appear.

      You must navigate away from the record to save the record.

4. In the Service Requests list, tap the link in the SR# field to drill down on the selected record.

   All details for the selected service request appear in the main pane, from where you can do the following:

   • Modifying Activity Information for a Service Request

   • Modifying Order Information for a Service Request

   • Viewing Invoice Information for Service Requests

   • Printing Invoices Associated with Service Requests