Print a Service Request

Sometimes you need a request on paper — to hand to a technician in the field, file with a work order, or save as a PDF to email. Equips builds a clean, printable version of any service request from the Options menu on its detail page.

Steps

1. Open Service → Service Requests and click an SR’s Number to open its detail page.
2. Click Options in the top-right corner.
3. Select Print Service Request from the dropdown.
4. Equips generates a printable version of the request. Use your browser’s print dialog to send it to a printer, or choose Save as PDF as the destination to get a file.

Tip: Saving as a PDF gives you a file you can email or attach back to the request as a note.What’s included

The printout captures the key record: the SR number and title, submission information, symptoms, contacts, location and provider details, and the request’s notes — so the person reading it has the full picture without logging in.

Related articles

• Review a service request
• Add notes, photos, and files to records
• Export a table to a file