> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/index-4/utilizing-funds/utilize-funds-from-service-request.md).

# Utilize Funds From Service Request

Once a Service Request has been created and its service lines have been added, you can utilize the funds reserved for the project against those service costs.

The process follows the same funding workflow used for other cost modules such as Contractor Invoices. You can either utilize funds against the entire Service Request or fund an individual service line, depending on how you want to manage the project funding.

{% hint style="info" %}
If your BuilderTek configuration supports direct funding without project-level fund reservation, you can utilize funds directly from the Service Request without first reserving funds at the Project level.
{% endhint %}

{% stepper %}
{% step %}

## Create a Service Request from the Project

Open the Project where the service cost needs to be recorded.

From the Project Dashboard, [create Service Requests.](/service-request/service-request-creation.md#create-a-service-request-from-a-project)
{% endstep %}

{% step %}

## Add Service Request Lines

Once the Service Request is created, add the individual service lines that represent the work or services required.

Open the Service Request, go to the Related tab, and [add Service Request Lines.](/service-request/add-lines-to-service-request.md)
{% endstep %}
{% endstepper %}

## Utilize Funds at the Service Request Level

Once the Service Request and its lines are ready, you can fund the entire Service Request from the Project Funding screen.

{% stepper %}
{% step %}

## Open the Project Funding View

Return to the Project Dashboard and open the Funding screen.

![](/files/383c75da986f4c4212da99ac90b832e6e295c9c5)

The Service Request will now appear among the project's associated cost records.
{% endstep %}

{% step %}

## Select the Service Request

* Locate the Service Request you want to fund.
* Select the checkbox next to the Service Request to select the entire cost record.
  {% endstep %}

{% step %}

## Click "Utilize Funds"

Click "Utilize Funds."

![](/files/ca342d72af42326c522ffb968d49f27572677ebb)

A new window will open showing the Funding Transactions available for the project.
{% endstep %}

{% step %}

## Select the Fund

![](/files/9a82527086f526309f6b207bb5594e56e3d5302c)

* Select the Funding Transaction you want to use.
* Click "Continue."
  {% endstep %}

{% step %}

## Review the Service Lines

BuilderTek will display a consolidated view of the service lines included in the selected Service Request.

![](/files/a57bebd070407b2050acffbcdf796c6879b32eaa)

* Review the lines and the total amount being funded.
* BuilderTek will show the amount available from the selected fund.
* If you do not want to fund a particular line, you can remove it before continuing.
* Once the required lines are selected, click "Fund Lines."

The selected Service Request costs are now funded from the chosen Funding Transaction.
{% endstep %}
{% endstepper %}

## Utilize Funds at the Service-Line Level

If you want more control over how funding is applied, you can fund individual service lines instead of the entire Service Request.

This is useful when different service lines need to be funded from different Funding Transactions or when you only want to utilize a partial amount against a particular service.

{% stepper %}
{% step %}

## Open Service Requests

* From the Project Dashboard, go to Quick Links and open Service Requests.
* A new tab will display the Service Requests associated with the project.

![](/files/ac428951445e756568cbbe917ee4effa53a8f030)
{% endstep %}

{% step %}

## Open the Service Request

* Go to the “Funding Screen” in the Service Request.
* Locate the Service Request containing the line you want to fund and click to open it.
* Navigate to the Funding section of the Service Request.

![](/files/124da2e8f6a07b5af3869d15cf3f41337b210614)

* Locate the individual service line you want to fund.
* Click "Utilize" next to the relevant line.
  {% endstep %}

{% step %}

## Select the Funding Transaction

![](/files/27acb12721c653c0c07eca1502fff281e55c3481)

* A new window will display the Funding Transactions reserved for the project.
* Select the fund you want to use for the service line and click "Continue."

{% hint style="warning" %}
As you can see in the image, the fund does not have enough amount to cover the entire service request amount. But while funding from cost lines, you can use multiple funds for one cost line.
{% endhint %}
{% endstep %}

{% step %}

## Review the Funding Details

BuilderTek will display the details of the service line being funded.

![](/files/75dad26a90d2bc0fb689adcb20ff9aea63c35eb9)

Review the cost and funding information, then click "Next."
{% endstep %}

{% step %}

## Enter the Amount to Utilize

Enter the amount you want to utilize from the selected fund.

![](/files/b4fb495f16596c56761a76f50221528031833676)

{% hint style="info" %}
Since the fund has only 10,000 available, you can enter 10,000 in the box, and repeat the same step to fulfil the remaining amount from a different reserved fund.
{% endhint %}

* You can fund the entire service cost or only a partial amount, depending on your available funding and project requirements.
* Click "Fund."

![](/files/410593f15f0b0c727fa57950a860770ff51b7fcc)

The selected amount is now utilized against that individual service line. As you can see in the image its 50% covered. Repeat the same steps to fulfil the remaining amount from a different fund.
{% endstep %}
{% endstepper %}

## Review Funding on the Service Request

After funding is completed, you can return to the Service Request and review the updated funding information or on the project dashboard.

![](/files/410593f15f0b0c727fa57950a860770ff51b7fcc)

![](/files/4212fb6a2f3d879059d1e890b56d3835a73ed8dc)

The Service Request will reflect the amount that has been reserved and utilized, giving you a clear view of how the service cost is being funded.

You can repeat this process for additional service lines and use different Funding Transactions where required.


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