Work Request Management for Inspection Companies
AvailableTurn every customer request into one approved, traceable job instead of an email thread.
The operational problem it solves
Requests arrive by phone and email and live nowhere in particular. Scope details get retyped into other documents, priorities are invisible, and no one can say for certain whether a request was approved, scheduled, or completed.
Who uses it
- Operations coordinators
- Dispatchers
- Company administrators
When it is used
Used from the moment a customer asks for work until the job is completed, the intake, approval, and tracking record for every inspection.
What information goes into it
- Request number
- Customer and site
- Asset or component
- NDT method
- Priority (routine / high / urgent)
- Requested and scheduled dates
- Scope description
- Customer PO number
What the user can do
- Create a request with required customer, method, and scope details
- Search and filter requests by status and priority
- Approve scope and advance the request through its lifecycle
- Assign a technician and record the PO reference
- Track status from new through quoted, approved, scheduled, in progress, and completed
Validation and permission checks
- Request number, customer, and NDT method are required before saving
- Status changes are recorded in the audit trail with user and timestamp
- Only records within your organization's tenant scope are visible
Statuses you will see
- New
- Recorded, awaiting approval for planning.
- Quoted
- Priced, awaiting customer authorization.
- Approved
- Scope authorized, ready to schedule.
- Scheduled
- Technician and date assigned.
- In Progress
- Fieldwork underway.
- Completed
- Work and report done, ready for billing.
- Cancelled
- Withdrawn, retained for the record.
How information moves through this module
- 01
Input
Approved scope and records arrive
- 02
User action
Create a request with required customer, method, and scope details
- 03
Validation
Request number, customer, and NDT method are required before saving
- 04
Output
The module's recorded outcome
- 05
Next step
Handed to Scheduling and Dispatch
What it produces, and where it goes next
A single approved work request that scheduling, field reporting, customer delivery, and invoicing all reference.
Limitations and prerequisites
Converting an accepted quotation into a request is a guided manual step today; customer-facing self-service request entry is planned.
Module questions
Synthetic preview data shown for illustration.
See Work Requests in action
A demonstration uses synthetic data and walks through this module against your own company's workflow.
Book a demo