Skip to content

Admin module

Client requests management

The Client Requests module provides a structured and secure way to manage incoming service and support requests. It replaces untracked emails with a clear workflow, full history and controlled access for both staff and clients through dedicated client portals.

What the Client Requests module is for

Client Requests are designed to handle service related communication in a predictable and auditable way. Each request has its own lifecycle, status, pricing and access rules.

The module works equally well for IT support, maintenance services, internal helpdesks and client facing workflows where traceability, accountability and data protection matter.

  • Create structured service or support requests.
  • Track request status and validity.
  • Attach pricing, VAT and additional items.
  • Protect client data with encryption.

Structured request creation

Each request starts with a title, description and status. Optional fields allow attaching device type, serial number, manufacturer and model.

This ensures technicians always have the necessary context before starting work.

Status based workflow

Requests move through clear statuses such as new, in progress or completed. Status changes are explicit and visible.

Teams can instantly see what needs attention without searching through emails or chat logs.

Client access via secure codes

Every request receives a unique client access code. The code can be shared to access a public status page without exposing the admin panel.

Access is isolated from internal users managed in the Users module.

Pricing and VAT support

Requests support base pricing, VAT calculation and additional cost items such as transport or materials.

This makes the module suitable for service billing without the complexity of a full accounting system.

Encrypted contact data

Client email and phone data are stored encrypted and separated from public content.

Contact details are managed in cooperation with the Contacts module while access is restricted by role.

Internal and technician notes

  • Public description visible to the client.
  • Technician comments for change tracking.
  • Internal notes hidden from clients.
  • Clear separation of communication layers.

Security and access control

All access to requests is protected by role based permissions and additional safeguards on public views.

Login protection and abuse prevention are handled by the Security module.

Client requests module in action

The screenshots below show request creation, request listing and the detailed edit screen. Click on any image to view it in full size.

Client requests list with statuses and actions.
Overview of all client requests with status, type, client code and quick actions.
Edit client request with pricing VAT and notes.
Detailed request view with pricing, VAT calculation, internal notes and client access code.

One request. One source of truth.

The Client Requests module centralizes communication, pricing and status tracking in one place. No lost emails, no duplicated work, just a clean and predictable service workflow.