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How to Create a Service Request (Ecotrak Mobile)
How to Create a Service Request (Ecotrak Mobile)
Sean Courey-Pickering avatar
Written by Sean Courey-Pickering
Updated over a week ago

This article will walk you through how to create a service request on the Ecotrak Mobile App.

Step 1: After logging in to the Ecotrak mobile app, you will want to tap on the "Service Request" button across the top of the main dashboard. If your company uses QR Codes, you may access the QR Code reader using the QR Code icon to the right.

Step 2: After clicking the Service Request button, a location pop up window will populate the screen. If you have more than one location assigned to your account, you will be able to browse your locations. There is a search bar at the top to search for a specific location as well. Tap on the location of your desire to see the assets for that location.

Step 3: Once you have clicked your location of choice, you will be presented with a list of all the assets at that location. You can either use the search bar at the top to search for your desired asset, or scroll through the list until you find the asset you are looking for. Once you find your desired asset, tap on it to create a service request for that asset.

NOTE: If you do not find the asset you are looking for, you will want to reach out to your account admin or director of facilities to have it added.

Step 4: Now that you have chosen the asset you wish to create a service request for, you will be prompted with the "Create Service Request" page. From here, you will choose the Problem Type. A list of relevant problems will appear for you to choose from.

Step 5. Once you've selected the appropriate Problem Type, you'll be prompted to select or review the Service Provider, Priority Type, and leave a Description of the problem. If you can see the issue, use the Add Attachment feature to include a picture. Tap Review to prcoceed.

Note: Service providers are connected to the problem type, depending on the problem type, different service providers will populate. If you do not see the service provider you are looking for, you may not have access to that service provider, or that service provider may not be available for assigning. Please reach out to your account admin, or director of facilities with any service provider questions you may have.

Step 6: Finally, you'll the the opportunity to review the information provided. If everything looks good, tap on the Place a Service Request button.

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