How to Submit a New Request on Behalf of Customer?

Go to the global view and click on requests to submit a new request on behalf of a customer.

Steps to Submit a New Request on behalf:

• Create a New Request:

  • Click Add New to create a request.

  • Choose the type of request you want to submit.

Select the Resident:

• Select the resident(s) or search by email for whom you are submitting the request.

• Click Select Contact to proceed.

• Fill in the required request details.
• Upload any necessary documents as set in the property group settings.
• Click Save to submit the request.

Important notes:

What Happens After Submitting a Request on Behalf of a Customer?

• The request is not automatically approved—it must go through the standard approval process.

• The customer will receive a notification about the submitted request.

• If the request is not approved, the resident has the option to edit and resubmit it from their end.