A Client can submit a new Work Request via the menu at Planning–>Work Requests


This will bring them to a new page containing a form they can use to create and submit a new Work Request.



Included on this form will be several fields for the client to fill out:


Name

This will be the name of the Work Request, which will be displayed in various menus/tables, and will also be the default name that is carried over when the Work Request is converted to an Estimate, Invoice, or Project.


Description

This will be the description of the Work Request, which will be displayed in various menus/tables, and will also be the default description that is carried over when the Work Request is converted to an Estimate, Invoice, or Project.


Items

Items are the core function of Work Requests, and they operate in a similar manner to items inside Estimates/Invoices. To that end, when a Work Request is converted to an Estimate or Invoice, the Items are directly transferred as billable items. When a Work Request is converted to a Project, Items are created as Tasks inside the Project.


Once a new Work Request is submitted, the admin will receive an email notification, and the Work Request will be visible to any admins and managers (as well as the client) in the menu at Planning–>Work Requests