Create an Attached Service Request
An attached service request includes a feature from the map. There are multiple ways to create an attached service request. To create a service request with no asset attached, see Create an Unattached Service Request for more information.

- Open the map.
- Use the Legend tool to set map layers as selectable. See Legend for more information.
- Select assets on the map.
- Use the Asset Details page to refine the selection if needed. See Asset Details for more information.
- Click Create from the menu.
- Click Service Request.
The Create Service Request page opens.
- Click Create a service request for each asset to create an individual service request for each asset selected. Click Create a single service request that includes all assets to create one service request for all the assets selected.
- Select the desired asset(s) from the Add Assets panel.
- Enter information in the Caller Information panel.
TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields and clicking Search Callers or letting the results filter in the drop-down list.
- On the Request Type panel, select the desired category. The templates are filtered by the selected entity type. Clear the Filter by Selected Entity Types to select the category manually.
NOTE: The categories in the Request Type panel are defined by the administrator in the Hierarchy panel found in Admin under Service Requests > Templates. See Configure Service Request Template Hierarchy in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
- Once a category is selected, select the type of service request.
- Answer any questions as needed. See Questions and Answers for more information.
NOTE: The Questions panel populates with any questions that have been defined by the administrator.
- Enter information in the Incident Information panel.
- Click Create Service Request.

- Open an inspection.
- Select the asset or assets in the Entity panel if you want to use the attached assets from the inspection.
- Navigate to the Related Activities page from the activity toolbar.
- Click Create linked activity from the Related Service Requests panel.
The Create Service Request page opens.
- Click Create a service request for each asset to create an individual service request for each asset selected. Click Create a single service request that includes all assets to create one service request for all the assets selected.
- Select the desired asset(s) to create a service request for.
- Enter information in the Caller Information panel.
TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields and clicking Search Callers or letting the results filter in the drop-down list.
- On the Request Type panel, select the desired category. The templates are filtered by the selected entity type. Clear the Filter by Selected Entity Types to select the category manually.
NOTE: The categories in the Request Type panel are defined by the administrator in the Hierarchy panel found in Admin under Service Requests > Templates. See Configure Service Request Template Hierarchy in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
- Once a category is selected, select the type of service request.
- Answer any questions as needed. See Questions and Answers for more information.
NOTE: The Questions panel populates with any questions that have been defined by the administrator.
- Enter information in the Incident Information panel.
- Click Create Service Request.

- Open a work order.
- Select the asset or assets in the Assets panel if you want to use the attached assets from the work order.
- Navigate to the Related Activities page from the activity toolbar.
- Click Create linked activity on the Related Service Requests panel.
The Create Service Request page opens.
- Click Create a service request for each asset to create an individual service request for each asset selected. Click Create a single service request that includes all assets to create one service request for all the assets selected.
- Select the desired asset(s) to create a service request for.
- Enter information in the Caller Information panel.
TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields and clicking Search Callers or letting the results filter in the drop-down list.
- On the Request Type panel, select the desired category. The templates are filtered by the selected entity type. Clear the Filter by Selected Entity Types to select the category manually.
NOTE: The categories in the Request Type panel are defined by the administrator in the Hierarchy panel found in Admin under Service Requests > Templates. See Configure Service Request Template Hierarchy in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
- Once a category is selected, select the type of service request.
- Answer any questions as needed. See Questions and Answers for more information.
NOTE: The Questions panel populates with any questions that have been defined by the administrator.
- Enter information in the Incident Information panel.
- Click Create Service Request.

- Open a case.
- Navigate to the Case Related Activities page from the activity toolbar.
- Click Create linked activity on the Related Service Requests panel.
The Create Service Request page opens.
- Click Create a service request for each asset to create an individual service request for each asset selected. Click Create a single service request that includes all assets to create one service request for all the assets selected.
- Select the desired asset(s) to create a service request for.
- Enter information in the Caller Information panel.
TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields and clicking Search Callers or letting the results filter in the drop-down list.
- On the Request Type panel, select the desired category. The templates are filtered by the selected entity type. Clear the Filter by Selected Entity Types to select the category manually.
NOTE: The categories in the Request Type panel are defined by the administrator in the Hierarchy panel found in Admin under Service Requests > Templates. See Configure Service Request Template Hierarchy in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
- Once a category is selected, select the type of service request.
- Answer any questions as needed. See Questions and Answers for more information.
NOTE: The Questions panel populates with any questions that have been defined by the administrator.
- Enter information in the Incident Information panel.
- Click Create Service Request.

- Add assets from the map or by a UID. See Add Assets for more information.
- Select the desired asset(s) to create service requests for.
- Click Create Service Requests on the Assets panel.
The Create Service Request page opens.
- Click Create a service request for each asset to create an individual service request for each asset selected. Click Create a single service request that includes all assets to create one service request for all the assets selected.
- Select the desired asset(s) to create a service request for.
- Enter information in the Caller Information panel.
TIP: You can search for a caller on the Caller Information panel by entering the first few letters of the customer's name in the First Name or Last Name fields and clicking Search Callers or letting the results filter in the drop-down list.
- On the Request Type panel, select the desired category. The templates are filtered by the selected entity type. Clear the Filter by Selected Entity Types to select the category manually.
NOTE: The categories in the Request Type panel are defined by the administrator in the Hierarchy panel found in Admin under Service Requests > Templates. See Configure Service Request Template Hierarchy in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.
- Once a category is selected, select the type of service request.
- Answer any questions as needed. See Questions and Answers for more information.
NOTE: The Questions panel populates with any questions that have been defined by the administrator.
- Enter information in the Incident Information panel.
- Click Create Service Request.
See Service Request Fields for more information.