📋 Service Requests
Streamline your workflow by effectively managing service orders from creation to completion using Fire Fill.
🚀 Overview
The Service Requests module allows you to:
- Create new requests for fire extinguisher maintenance, inspection, or new equipment delivery.
- Track request lifecycle through defined stages (Pending, Preparing, Delivering, Done).
- Assign clients and equipment to specific orders.
- Generate invoices and NFPA certificates directly from the request.
➕ Creating a Request
- Navigate to the Orders page.
- Click the New Request button (or the
+icon on mobile). - Select Client: Choose an existing client or quickly add a new one.
- Select Product/Service: Pick the relevant item (e.g., “6kg Powder Extinguisher”, “Hydrostatic Test”).
- Configure Details:
- Quantity: Adjust the number of items.
- Capacity/Type: Select specific variations (e.g., 6kg, 9kg, CO2, Powder).
- Service Type: Define if it’s a Refill, Inspection, or New Sale.
- Pricing: Base price is auto-filled; adjust for discounts or delivery fees.
- Expiration Date: Set the next service due date.
- Set Location: (Optional) Pin the delivery/inspection location on the map for logistics tracking.
- Save the request. It will initially appear as Pending.
🔄 Managing Workflow
Requests move through a status pipeline. You can update the status as work progresses:
1. ⏳ Pending
The initial state when an order is received.
- Accept: Confirm the order to move it to “Preparing”.
- Refuse: Reject the order if it cannot be fulfilled.
- Edit/Delete: Modify details if the client changes their mind.
2. 🛠️ Preparing
Work is in progress (e.g., technicians are refilling cylinders).
- Deliver: If the request involves transport, move it to “Delivering”.
- Done: If no delivery is needed (e.g., on-site service), mark it as “Done” immediately.
3. 🚚 Delivering
The item or team is en route.
- View Map: Track the destination coordinates.
- Done: Mark as complete once the service/delivery is finished and signed off.
4. ✅ Done
The request is closed and billed.
- Renew: Create a renewal request for recurring services (one-click renewal).
- Print: Generate the final invoice or compliance certificate.
♻️ Renewing Requests
For recurring services like annual NFPA inspections:
- Open a Done or expired request.
- Click the Renew button (folder icon).
- A new request is created with the same equipment details but updated service dates.
- Review and save the new request to restart the cycle.
📲 QR Codes & Identification
Each request generates a unique QR code.
- Scan: Use the in-app Scanner to quickly pull up request details or equipment history.
- Tagging: Print QR labels to stick on extinguishers for faster future inspections.
To learn about generating reports for these requests, see Digital Reports.