Create a work order in Customer Portal

See how customers submit a new request through the portal and how it arrives in OutSmart.

Customers can create a new request directly in the portal.

The portal guides them through the required information.

The customer logs in to the portal.

Use the new request action in the portal.

Enter the required information and any extra explanation.

Make sure all required parts are complete.

Accept the required terms if needed.

Then create the request.

Open the work order overview and review Portal requests.

Where do portal requests appear in the BackOffice?

In the work order overview under Portal requests.

Can customers submit incomplete requests?

No.

Required fields must be completed first.

Do terms need to be accepted?

Only if you require that in the portal settings.

Last updated 3 months ago

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