MyAccount: Request Service

MyAccount: Request Service

Once the customer has registered for My Account and logged in, they are able to submit a Service Request through the portal. Below are the customer steps to request service in the case a customer calls in for assistance submitting the request through MyAccount. 

Any items with stars next to them are Required Fields.

  1. Click Request Service .
    1. The What To Expect screen will display advising customer of what to expect during this process. Click Got It.

  2. Customer will then select how they would like to be contacted.
    1. Verify phone number is filled in and Primary is selected.
    2. Verify email address.
    3. Click Next.

  3. Select the Product Type.
    1. Select using either the frequently used items or the Category and Item drop-down menus.
    2. Select the Location of the item using the drop-down menu.
    3. enter the Model and Serial Number , if applicable.
    4. Select the symptom from the Symptoms drop-down menu.
    5. Once the Product Type information has all been entered, click Next.

  4. MyAccount will begin searching for a Service Provider, click Next .

  5. The Review your Service Request screen will display. Review and verify that all information up to this point is correct.
    1. Click Pay Deductible to pay the Deductible and Surcharge.

  6. Complete Payment.
    1. Enter Card Information and Billing Address .
    2. Click the Terms and Conditions hyperlink to review, then click the I Agree check box.
    3. Click Pay Now .

  7. The Payment Confirmation screen will display.

  8. The Service Request Confirmation screen will display including:
    1. Phone number to call for scheduling
    2. Service Information
    3. What to expect
    4. Service Order Number
    5. Service Pro Information

  9. If the customer wants to go back and view the service request at any time, they can select Service Request on the side navigation panel.

  10. The Service Request will also be listed on the Dashboard under Recent Activity .

  11. Click the Service Order hyperlink for additional information on that specific request.

When a customer enters a service request through MyAccount the Problem Description and Service Description field in Zoho and SB will reflect:
  1. Brand
  2. Item
  3. Location
  4. Problem Code


Review the MyAccount Service Request Assistance Module by clicking the link below:


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