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Allow creating and editing service requests in the mobile app

A
Written by Allie Ray
Updated over 5 years ago

You can define whether technicians can create and edit service requests in the mobile app. 

To allow creating and editing service requests 

  • In the Service Request Type dialog box, click the Mobile Settings tab, click Yes next to the Allow to create/modify service request option, and then click OK

Now, when you create a service request you can select this type on the 'SR Types' screen. 

Also, when you tap a service request of this type on the 'Service Requests' page, you will see the 'Edit' option. 

To prevent creating and editing service requests 

  • In the Service Request Type dialog box, click the Mobile Settings tab, click No next to the Allow to create/modify service request option, and then click OK

Now, when you create a service request you cannot select this type on the 'SR Types' screen.

Also, when you tap a service request of this type on the 'Service Requests' page, you will not see the 'Edit' option.

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