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How to turn a service request into a work order
How to turn a service request into a work order
Matt Velker avatar
Written by Matt Velker
Updated over a week ago

Before a service request can be assigned to an internal technician or outside contractor, it must first be turned into a work order.

To view service requests pending approval, navigate to the work orders page using the left-side menu, then click the Requested stage of the status counts at the top of the page to filter the list.

To approve a service request and turn it into a work order, click the Approve button on the right hand side of the work order. To deny a service request, click Cancel.

Before the service request is turned into a work order, you have the opportunity to update the work order details, including its priority level, which outside contractor it will be assigned to and its not-to-exceed amount (if any). You can also add any associated purchase order number your company might issue from its financial system.

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