Service requests fall into four main categories: transportation, home requests, contractor referrals and office time requests. Differences between the request types are highlighted below. Some fields in a Service Request may not appear based on the service request type you're adding. Some fields may be toggled off in Service Options (more below).
- Transportation Requests - A service request specifically for moving a member from one location (usually his or her home) to another and optionally back again (a “round trip”).
- Member Home Request—For Member’s Home Requests, none of the transportation-related fields will be displayed, simplifying the form. There are also only two time fields. The remaining items are similar to those in a transportation request.
- Contractor Referrals—This is a contractor referral screen for members who need paid services, such as a plumber or electrician. This screen is even simpler because many of the fields are not shown. Once you have determined the list of contractors to refer to the member, click the Send Info button to have the system send an email to the member with the relevant information. There are only two status values for a Contractor Referral: Open and Completed.
- Office Time Requests—Use volunteers to help with office functions, including check-in calls, filing, database updates, marketing programs, etc. Office Time requests are limited to the Office Time category you create and are not assigned to a real member but to a dummy account you create (see Office Time Service Category).