How to Submit New Request from Customer Web Portal?

Hello, and welcome to this training session.

In this video, I'll demonstrate how customers can add a new request via the customer web portal. First, from the menu, click on the "Add Request" option. This will take you to the "Create New Request" page, where you should provide a title for the request. For example, I’m typing in "heater problem." You can also describe the problem in the description box.

If you find it difficult to type, you have the option to record your problem in your preferred language and save it. Under "Requester Details," the customer's information is pre-filled. Next, in the "Incident Information" section, the customer can select the incident priority. If there are any associated assets, the customer can add them using the provided option. Customers can also upload additional files by choosing the "Choose a File" option.

Once all details are set, click "Save." The request will then appear under the "Request" option in the menu, leading to a list of all requests the customer has generated. When a request is added and saved, the system will automatically navigate to this request list page. Here, customers have several action options, such as "View" and "Chat." The "View" option allows you to see the details of the request, and the "Chat" option enables communication with anyone online at the field service company.

That's how a customer can create a request from the web portal.

Thank you for watching this training session. We hope this guide helps you efficiently use the customer request feature in our FSM application. If you have any questions, feel free to reach out to our support team. Have a great day.