SSF Ops — Simple Smart Field Services Operations

SSF OPS WIKI

Create customer request

Customer portal · Customer · Preview

A New request button appears, but the action is not complete.

Preview: this function is not available end to end in the supplied staging source.

Illustrative demo image of Create customer request
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Find the customer portal section in the current navigation, if your role exposes it.
  2. A New request button appears, but the action is not complete.
  3. This workflow is labeled Preview because the end-to-end action is not available in this source snapshot.
  4. Use a company administrator or the existing work-order record for the currently supported step where applicable.

Fields and controls shown in the demo

  • Customer request

Guide updated 2026-09-27. Release changes must update this page and its image together.

Create customer request | SSF Ops Wiki