Create a service request

Log a new ticket for a resident from the staff Service Requests workspace. You need staff access to Service Requests.

conciergemanagerOpen in app
  1. Open Service Requests from the sidebar (CommunicationService Requests), or go to /app/service-requests.
  2. Select the building in Filter by building if prompted.
  3. Click New request.
  4. In New service request, click Search resident… and choose the resident.New service request dialog with resident search — New service request dialog showing Search resident field
  5. Fill in Subject (placeholder Short summary of the issue).
  6. Fill in Description (placeholder Add details…).
  7. Optional: choose a Category and set Priority (Urgent, High, Medium, or Low).
  8. Optional: add files under Attachments.
  9. Click Create request.

Result: The dialog closes and the new ticket appears in the list (often under the Open tab) with its ticket ID.

Related articles

  • Assign and triage a service requestSet priority, status, category, and assignee so the right person works the ticket. You need staff access to Service Requests.
  • Configure service request categoriesAdd or rename ticket categories used when staff or residents create service requests. You need permission to open building Settings for Service Requests.

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