> 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/service-request/service-request-creation.md).

# Service Request Creation

BuilderTek provides two ways to create a Service Request:

* **From a Project:** Recommended when the service is related to a specific project.
* **From the App Launcher:** Useful when creating or managing Service Requests directly from the module.

## Create a Service Request from a Project

Creating the Service Request from the Project automatically connects it to that project.

{% stepper %}
{% step %}

### Open the Project

Open the project for which you need to create a Service Request.

![](/files/f830b8631348f399f89869a10794afd18c39bfed)
{% endstep %}

{% step %}

### Open Service Requests

* From the Project Dashboard, locate the Quick Links section on the right side of the screen.
* Click Service Requests.
* The Service Request screen will open in a new tab.
  {% endstep %}

{% step %}

### Create a New Service Request

![](/files/a71013415f618eda0abae21b6fed4a2f6fd11292)

* Click the "New" button in the top-right corner of the screen.
* A new window will open.
  {% endstep %}

{% step %}

### Enter the Details

* Enter the required Service Request information.

![](/files/362e546452cd60657a20780868b2777693178d82)

* Add the relevant service details such as:
  * Subject
  * Description
  * Vendor
  * Project manager
  * Contacts
  * Etc.

Because you started from the Project, the relevant project information is associated with the request as part of the workflow.
{% endstep %}

{% step %}

### Save

* Review the information you have entered and click "Save."
* Your Service Request is now created and ready for further processing.

![](/files/c5eb51750acf98a463e4c016c837dab8a92df171)

You can add Lines to a service request from the “Related” tab. To proceed further, it's important to add lines.
{% endstep %}
{% endstepper %}

## Create a Service Request from the App Launcher

You can also create a Service Request directly from the BuilderTek App Launcher.

{% stepper %}
{% step %}

### Open the App Launcher

Click the nine-dot menu in the top navigation bar.

Type Service Request into the search bar.

![](/files/d1d019dcbdc19cbd8a37c26a62c3c10162d530e6)

Select the Service Request module from the available options.
{% endstep %}

{% step %}

### Create a New Request

* Once the Service Request Module opens, click the "New" button in the top-right corner.

![](/files/265401b98fca558b06178505e2577c15a0922a79)

* A new window will open to create the request.
  {% endstep %}

{% step %}

### Enter the Details

![](/files/1a63989c9136f881864317b5e3ce8f8d7d2be45d)

Enter the required Service Request information, including the relevant:

* Project
* Service details
* Vendor
* Subject
* Description
* Vendor
* Project manager
* Contacts
* Etc.
  {% endstep %}

{% step %}

### Save

Once you have reviewed the information, click "Save."

The Service Request is now created and available for the next stage of your workflow.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**Recommended:** When the Service Request is related to an existing project, creating it through Project → Quick Links → Service Requests keeps the request directly connected to the project from the beginning.
{% endhint %}


---

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