Request
A request is passing a message that maintenance is needed.
An Admin, Limited Admin, or Lead Tech user must manage requests.
They can decline, put on hold, or approve requests.
Approved requests become work orders with all the details and can be assigned to specific technicians to complete.
There are two options to submit a request.
Request Module
Requesters must be added to the system as Users with a unique email and password.
Requesters log in and submit a request from the Request Module or from the Floor Plan module.
Requesters can view all Requests, but only edit their own, if the status is still in Pending, meaning waiting to be managed by an Admin User. See our Request Module - Submit a Request guide.
Requesters can communicate with a tech when they use the comment section on their request form.
Requesters can receive email notifications if they opt to toggle on notifications.
Using the Click Maint App and a mobile device, Requesters can submit requests when scanning their organization's asset or location QR Codes.
Request Portal
Admin Users must initially create and then share the Request Portal URL or QR Code. See the Request Portal Configuration guide.
Anyone that has the web-based Requester Portal URL or QR Code can submit requests. View the desktop guide here and the QR Code Mobile guide here.
Request can't be viewed or edited once submitted.
Follow-up email notifications are possible if the person who made the request opts in by toggling on the notifications and provides an email address.
The Click Maint app isn't required to scan the one QR code for the Request Portal.
Admin Users customize which fields of information are on the Request form, and which are mandatory to fill in. Learn more about Request Form Configuration here. |
Once a request is submitted...
Admin or Limited Admin Users must manage the requests. See the Manage or Edit Requests article.
Only approved requests become work orders. The work orders contain all the Request details and can be added or edited by the Admin User.
Email Notifications
Requesters must opt to receive email notifications when filling out the Request Form. Notifications are sent when:
New request is submitted as confirmation
Request is Approved, Declined, or put On-hold
Any status change on the work order linked to the request
A comment is sent to the Requester from a linked work order
Viewing and Managing Request History
By default, the Requests page in Click Maint only displays items that require active management, such as those awaiting approval or currently on hold. Once a request is resolved—whether approved, converted to a work order, or otherwise completed—it is removed from the default view. To view the history of past or completed requests:
Navigate to the Requests portal.
Adjust the filters to include historical, closed, or converted requests. This will allow you to access the full history of your requests, ensuring you can review completed items as needed.
Troubleshooting Common Issues
Not Receiving Notifications: Double-check that the notification toggle is enabled when submitting a request.
Unable to Find Completed Requests: Ensure the filters in the Requests portal are set to display historical or closed items.