How to create and
manage service requests
1. In municipal
tree management situations there are numerous individuals, employees, and
organizations identifying the need for shade tree maintenance tasks. TreeWorks
has developed a system for
recording and tracking service requests
in a desktop setting.
2. Let’s say a neighborhood resident calls the city
arborist with a concern about the black walnut across the street from her home.
In the TreeWorks desktop toolbar select the
to record information about this request.
3. Once in the ‘service requests’ window we can see past service requests which have been
previously cataloged. Click ‘add request’
in the lower left corner to record our new request.
4. The first step is to catalog the request under the ‘request info’ tab including the
caller’s information and a general description of the request.
5. Typically an urban forestry staff member will assess the
situation from the ground and collect specific geographic, tree-attribute, and
service assessment information. Upon arriving back into the office this
information can be used to update the request in the ‘service request’ pane. This
specifies the need for disease treatment.
6. This specified need for treatment will now be updated in
the ‘maintenance task’ pane as soon
as the user includes a specific tree site. This is accomplished by either
manually entering the site ID # or adding the tree from a previous query
selection. Do. Don’t check the double-outlined box next to the site ID # until
the work is completed.
7. A component of the ‘service request’ for format is a tab
which allows the user to add notes regarding the situation on the ground and the
appropriate course of treatment.
8. Now that the service request is updated in the maintenance task log this
pesticide treatment can be completed either through updating the specific
service request or identifying the service as completed in the maintenance task
9. Now that service requests have been logged we can access these data and
create reports identifying detailed information on requests, their attributes,
and their progress.
10. From your TreeWorks toolbar click
‘TreeWorks Professional’ tab selecting
Progress’ will display all logged service
requests, and their current status, within a user-defined time frame.
11. Clicking the
‘service requests’ button directly below will display more detailed
information regarding specific service requests including caller information and
13. With this more detailed understanding of the recording, tracking, and
reporting of ‘Service Requests’ users can more efficiently track this process
and display request data seamlessly.