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. If your company utilizes Area Types, you may also filter down to the area the asset is assigned to. You may then search or scroll to identify the asset that needs the repair. Once identified, click on it.

Step 3: Once you've selected the asset, you'll have the opportunity to review any other open work orders against it. This helps minimize duplicate work order from being created. You'll then be prompted to select whether or not you would like to proceed with the Service Request.

Step 4: If you selected Yes, Proceed - 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 5: Once you select the appropriate Problem Type, you'll be prompted to select a Service Provider. At times, you may be limited to one vendor, at others, you may see a list. The first available vendor is usually consider the preferred provider.

Step 6: 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 7: Once you've provided the relevant information, click Submit. A work order will automatically be created for you to review and follow up on.