Published at: 2026-09-17
Submit a work order
Submit a work order for direct intake and service by the organization.
Overview
Submit through the web customer service portal or an equipment code. The work order enters the configured intake, dispatch, and field service process.
Before you begin
- Obtain a valid end-user submission entry.
- Sign in, unless guest submission is allowed.
- Prepare the problem, customer or contact details, phone number, and requested service information.
Available entries
| Entry | Action | Notes |
|---|---|---|
| Standalone web portal | Submit from the web customer service portal | Limited-release feature available to selected organizations |
| Equipment code | Scan the code to submit an equipment-related order | The page can populate equipment information automatically |
Submit from the service portal
- Open the organization’s web portal.
- Select Submit Work Order or Work Orders.
- Enter the problem, contact, phone number, and other displayed fields.
- If prompted, select the matching record type.
- Verify the customer, contact, equipment, and service address.
- Select Submit.
- Record the work order number or other query information.
Submit with an equipment code
- Scan the code attached to the equipment.
- Verify the equipment information.
- Enter the problem, contact details, and other required information.
- Select Submit.
- Record the work order information.
Expected result
- The system creates a work order and enters the configured intake process.
- The work order retains the submitter, problem, contact details, and any equipment or address information you entered.
- If enabled, the submitter receives a notification.
Troubleshooting
The submission entry is unavailable
Use a valid entry published by the organization. The standalone web portal appears only when the limited-release feature is enabled.
The result does not show a work order number
Check for a success message, then use the organization’s work order query entry. Contact the service team if you cannot confirm submission.
Scanning the equipment code does not identify the equipment
Confirm that you scanned a valid code generated for that equipment. If it still cannot be identified, submit through the web portal and select or enter the equipment manually.
Notes
- Fields and requirements depend on configuration.
- Do not submit the same problem more than once.
- Email conversion and external integrations are outside this procedure.