The Work Requests tab lists every job this client has asked for through the Client Portal, so the office can triage a client’s requests without leaving their profile. It shows the same table as the company-wide Work Requests page (see Section 21), minus the Client column:
- Requested On, Property, Client Request, Internal Note, Desired Date, and Status.
- Click a column heading to sort. Click a row to open the request, reply to the client, add an internal note, change its status, or book a job or service route against it.
- The Status badge on each row is a drop-down: Open, In Progress, or Closed.
When the client has not asked for anything, the tab reads No work requests to show.
Note: Clients can only submit work requests when your company has the Client Portal module and Work Requests is switched on under Settings → Client Portal → General. Requests come from clients, not from technicians.