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.
🔹 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
- How to sign in to Plexflow as a manager (assignee)
📅 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.
🔹 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/
🗒️ 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.).
🎓 Did you know that…
Plexflow now offers free training to help you get a better grasp of the platform.
💡 An excellent way to save time and use Plexflow to its full potential.
Updated on: 13/11/2026
Thank you!