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Create a Service Request

Modified: 23 Sep 2026 Vista Field Service Service Management Work Orders Help

Your service customers can make service requests directly through Service Hub Work Orders page.

You must be a Customer Admin or Site Admin to complete these steps.
To create a service request, the service customer completes the following steps.
  1. From the Work Orders page, select Create Service Request.
  2. Enter the following details:
    • Site Name
    • Site Address
    • Site Contact
    • Site Contact Email
    • Send a copy of this request to site contact?
    • Site Contact Phone Number (optional)
    • Description of the Issue
    • The Work Order Number of the Previous Request (optional)
    • Equipment (optional)
    • Purchase Order Number (optional)
    Note: If your company has enabled custom fields, they also display here. For more information, see Add Custom Fields to the Service Request Form.
  3. Select Send Service Request.
An email is sent to the email address defined in the portal's service request settings.
The recipient of the service request must manually enter the service request into Vista.

For more information about work orders in Vista, see Work Orders.

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