Can customers create requests themselves?

Yes, customer portal accounts submit requests that arrive here with status New.

Creating Work Requests

Turn a customer request into an approved, traceable job.

Intended for: Coordinators, AdministratorsOperations GuidesLast updated 2026-09-18

Required permissions: Create within your organization's tenant.

A work request is the single record every later stage, scheduling, field report, approval, delivery, invoicing, references.

The customer exists in your directory
Known details: site, asset, NDT method, priority, requested date, scope, and PO number if you have one

1
Open Work Requests
Use New Request.
2
Complete the required fields
Request number (auto-suggested), customer, and NDT method are required. Add site/location, asset/component, priority, requested date, and the scope description.
3
Record the PO if available
The purchase order number keeps billing traceable later.
4
Save
The request starts as New, creation is audited, and it appears on the dashboard.
5
Advance the lifecycle
Approve to authorize scope; then scheduling assigns a technician and a date; Start Inspection when the crew mobilizes; Mark Complete when the work and report are done.

An approved work request that scheduling, reports, delivery, and invoicing all trace back to.

Schedule the request and assign a certified technician.

Priority: Routine, high, or urgent, visible on the dashboard and request list.
Status: Where the request is in its lifecycle, see the status list below.

Double-check the NDT method before saving, it drives which technician qualifications and equipment apply.

Customer not in the dropdown

Add the customer on the Customers page first.

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