This article will walk you through how to create a service request on the Ecotrak website.
Step 1: After logging in to your Ecotrak account and landing on the main dashboard page (as seen below), locate and navigate to the '+Create Service Request' button found across the top of your screen and click on it.
Step 2: A pop up will appear on the right hand side of your screen. First, select the Location you'd like to create a service request against. You may then search or scroll to identify the asset that needs the repair. Once identified, click on it.
Step 3: You'll then be prompted to select the Problem you're experiencing. It's important you select the problem most closely related to the issue as it can trigger troubleshooting guides or a specific type of vendor.
Step 4: Once you've selected the problem, you'll have the opportunity to review any other open work orders against it. This helps minimize duplicate work orders from being created. You'll then be prompted to select whether or not you would like to proceed with the Service Request.
Step 5: Before selecting a service provider, you can view AI insights such as the predicted failures and estimated costs.
Keep in mind, AI Insights is a setting needing to be turned on by your Ecotrak Admin. Please reach out to your CSM for further assistance.
Step 6: After you have reviewed the AI insights, you'll be prompted to select a Service Provider. Depending on your permissions, you may be limited to one vendor, you may see a list or it may be in a status of “Internal Review,” so your team can take a look at the work requested. The first available vendor is usually considered the preferred provider.
Step 7: The Priority Level will automatically populate, but you may escalate the issue to a L1-Emergency if needed. Please be aware that Overtime will automatically be approved in Level 1 scenarios. Input your Name and a brief Description of the issue you are experiencing. You may also include Attachments if you can physically see the problem.
Step 8: Once you've provided the relevant information, click Submit. A work order will automatically be created for you to review and follow up on.