Create a service request in Dealer Admin that sends a Tech APP notification to the assigned technician. In Dealer Admin, users can also view, edit, close, and delete service requests from the Service Request Dashboard.

Contents

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Create a Service Request

To create a service request in Dealer Admin, complete the following steps.

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

When the technician opens Tech APP, they’ll see the new service request that you assigned to them. To view your service requests, go to Tools > Service Request Dashboard.

Edit a Service Request

To edit a service request in Dealer Admin, complete the following steps.

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

Close a Service Request

To close a service request in Dealer Admin, complete the following steps.

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

Reopen a Service Request

To reopen a service request in Dealer Admin, complete the following steps.

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

Delete a Service Request

To delete a service request in Dealer Admin, complete the following steps.

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