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Instead of customers calling your office to request a visit, they can submit a service request directly through the portal. Your team reviews it, adds details, and creates a work order — all without a single phone call.

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How Service Requests Work

1

Customer submits a request

Through the portal, they describe the issue, attach photos, and choose a preferred date.
2

Request appears in Vynta

The request shows in the Service Requests queue with a “New” badge.
3

Your team reviews it

A dispatcher or admin reviews the request, adds internal notes, and determines the job type and priority.
4

Convert to work order

Click Create Work Order to convert the request into a full work order. The customer’s description and photos are carried over.
5

Schedule and assign

Assign a technician and schedule the job as normal.

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What Customers Can Include

  • Description of the issue
  • Photos to show the problem
  • Preferred date for the visit
  • Access instructions (gate codes, best entrance, etc.)

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Managing the Queue

The Service Requests page shows:
  • New requests — awaiting review
  • In progress — being reviewed or converted
  • Converted — successfully turned into work orders
  • Dismissed — requests that were declined or duplicates

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Why This Matters

  • Faster response — no waiting for office hours
  • Better information — photos and descriptions from the site
  • Less admin — fewer phone calls to field
  • Audit trail — every request is logged with timestamps

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FAQ

Yes. Once converted to a work order, the customer can track it through the portal like any other job.
Mark it as Dismissed with a note. The customer is not notified.
They can request cancellation. If the work order hasn’t been assigned yet, you can cancel it directly.