A Service Request can be edited after it has been submitted and saved. This allows you to correct details, update service information, or add additional notes before converting it into a Booking or Quote.
To edit or modify a Service Request -
Open the Service Request
Go to Service Requests from the left-hand navigation menu.
Select the Service Request you want to modify.
Click Edit from the Actions panel.
Once you click "Edit", you should be able to edit -
Customer Information - First Name, Last Name and Phone no.
Service Location
Service Options
Any custom services or extras
Notes and attachments
You will NOT be able to edit
Email
Service Type
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