Before you start
Prerequisites and permissions
Have ready
- A live invitation-created Customer Portal identity and exact business access.
Access rules
- Portal users submit and read only within their exact live Customer relationship.
- Staff lifecycle decisions keep their existing Customer and Quote management capability checks.
Where to find it
Navigation map
- Customer request
- Customer Portal → Requests
- Staff review
- Business Console → Leads
Walkthrough
Step by step
- 01
Describe the service
Enter a concise service description and optionally choose one current Service Site.
- 02
Submit once
The request enters the business Lead workflow. A successful submission is not a quote, booking or confirmed schedule.
- 03
Follow the safe status
Received, In review, Ready to plan, Accepted and Closed are customer-safe views of the one Lead lifecycle.
Troubleshooting
If something does not look right
A Service Site is unavailable.
Reload the Requests page. The Site may have been archived or may not belong to this Customer account.
Submission did not complete.
Reload once and retry. Safe retries reuse the same recorded request instead of creating a duplicate.
Keep going