How Managers Can Create and Manage Client Requests

• Access Client Requests
• Create a New Client Request
• View and Manage Client Requests
• Export Client Requests

Access Client Requests

• From the homepage, select Client Requests from the main navigation bar.

Create a New Client Request

• Click the Create New button.
• Select the request type:

• • Cleaning Issue

  • Other Issue

• Fill in all required details:

  • Site

  • Title

  • Description

  • Priority

• Upload files if required.
• Click Create to submit the request.

View and Manage Client Requests

Click on any request from the Client Requests list to:

• View request details
• Send messages
• Add attachments

Export Client Requests

• Client request data can be exported in both PDF and Excel formats.