Service Request Creation

🎵where do they come from, where do they go?🎵

Sarah Husbands avatar
Written by Sarah Husbands
Updated over a week ago

Service Requests, the backbone of your service team. In this article, we'll explain how service requests make their way into the Service Center.

The most traditional place for service requests to come from is going to be from your customers. Raul gives us a call. We're on the phone with him. We find out that he was in a fender bender.

Search within your Customers tab (most of this information is populated through your AMS or an import when you first joined AgencyZoom). Once you've found the customer, click their name and then click on the little life preserver. We can fill out this summary. And this is what is going to make our service request. You're able to attach additional information (pictures, pdfs, etc) and then click Save.

You are also able to create a new service request via the Global Add button in the top right corner of the interface, the "+ Request" button on the Service Center dashboard, or even in a customer's account in the Services Tab.

For service request creation purposes, you are able to connect and integrate your own email inbox. If you currently have an info@ or a service@, this is a great opportunity to connect that. If you have an info@ and you frequently receive a whole host of different requests, that can get too chaotic.

To manage that chaos, we've allowed you to create mini AgencyZoom-Managed Inboxes that you can then use as shortcuts to forward in the emails from your info@. This will help ensure they create the correct type of service request and get entered into the right pipeline.

Whether you connect your own inbox or use one of our mini-inboxes, we'll attempt to recognize the customer based off their email on file. If we don't recognize it, it's very easy to come into the Service Center tab, and click on Unmatched, and then Link to Existing Customer.

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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