Service Requests

Requests and leads raised by consultant to the firm.

View All New Request

Pending Requests

{% for row in payload.pending_service_requests %}

{{ row.title }}

{{ row.status.replace('_',' ').title() }} • {{ row.priority.replace('_',' ').title() if row.priority else 'Normal' }}

{{ row.managed_client.client_name if row.managed_client else (row.firm_client.client_name if row.firm_client else 'General request') }}

{% else %}

No pending service requests.

{% endfor %}

Recent Requests

{% for row in payload.service_requests %}

{{ row.title }}

{{ row.status.replace('_',' ').title() }} • {{ row.created_at_utc.strftime('%d-%m-%Y') if row.created_at_utc else '' }}

{% else %}

No service requests created.

{% endfor %}