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# How to create a service request in Plexflow

## How to create a service request in Plexflow

**Service requests** let you efficiently manage the interventions, repairs, or maintenance needed in your properties. Here is how to create a new request step by step:

### 🔹 **Step 1 — Access the “Requests” section**

Go to the **Calendar** module or directly to the **Requests** section of the main menu.

### 🔹 **Step 2 — Click “Create Service Request”**

Press the **➕ Create Service Request** button.

A new window will open to enter the details of the request.

![Create Service Request button](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_c3iacc.png)

### 🔹 **Step 3 — Fill in the request information**

#### **Title**

Enter a clear and concise title (e.g. **Clogged sink**, **Wall paint to be redone**, etc.).

#### 🏠 **Property**

Choose the property concerned from the drop-down list.

#### 🚪 **Unit**

Enter the unit number.

> ⚠️ If you select **no unit**, the request will be considered as concerning **the entire property**.

#### 👤 **Tenant**

Choose whether you want to **notify the tenant**.

Turn on the **Yes** option so that they receive an email notification.

#### 🔧 **Category**

Select the work category (e.g. **Plumbing**, **Electrical**, **Painting**...).

You can add a new category if needed.

#### 🧑‍🔧 **Manager**

Choose the person responsible for the intervention.

ℹ️ **Important:** this field corresponds to **the person who will carry out the work.**

You can invite them to create a Plexflow profile so that they can see the requests assigned to them directly.

👉 To learn more:

- [How to manage managers in the service request module](https://help.plexflow.ca/fr/article/gerer-les-gestionnaires-dans-le-module-de-demandes-de-service-85v5xi/)
- [How to sign in to Plexflow as a manager (assignee)](https://help.plexflow.ca/fr/article/se-connecter-a-plexflow-a-titre-de-gestionnaire-executant-1nfgwe/)

#### 📅 **Required by**

Choose the **deadline** by which the work must be completed.

#### 🔁 **Recurrence**

Indicate whether the task should be repeated (for example, monthly maintenance).

#### 📝 **Description**

Explain the nature of the problem or the task to be carried out.

Example: **Clogged sink in the bathroom.**

#### 📎 **Attachment**

Add photos, PDF documents, or other useful files (max. 12 MB).

#### 🔢 **Reference number**

Enter a tracking number if you want to link it to an external system (e.g. an internal ticket number).

#### 📆 **Scheduled On**

Enter the planned completion date.

#### ⏱️ **Estimate**

Indicate the estimated time to complete the task.

![Service request form fields](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3_1el7be3.png)

### 🔹 **Step 4 — Save the request**

Once all the information has been filled in, click the **Create** button ✅

Your request will then appear in the list of **active requests** and in the **calendar** if a date is set.

### 🔹 **Step 5 — Additional information**

Once the request has been created, a detailed information module opens automatically.

You will find all of the previous information there, **as well as new options** 👇

#### 🏷️ **Status**

Lets you define the state of the request:

- **Open**, **In progress**, **Closed**, etc.

#### 📆 **Work scheduled for**

New feature: you can now define a **time range**.

This information is **automatically synchronized with the Plexflow calendar**.

> 📅 Consult the calendar article here:
> [https://help.plexflow.ca/fr/category/calendrier-19dg4hj/](https://help.plexflow.ca/fr/category/calendrier-19dg4hj/)

#### 🗒️ **Notes**

Add internal comments intended for the manager or the maintenance team.

The manager can also add their own notes from their interface.

#### 💰 **Expenses**

Lets you associate expenses directly with the service request (parts, materials, labour, etc.).

![Detailed service request with status, notes, and expenses](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-52_jjazm1.png)

## 🎓 Did you know that…

Plexflow now offers **free training** to help you get a better grasp of the platform.

👉 [Access the training](https://www.plexflow.ca/formation)

💡 An excellent way to save time and use Plexflow to its full potential.