Maintenance Request & Work Order System

The problem

Maintenance requests were being handled through a process involving spreadsheets, email, and Microsoft Teams. That made it hard to see what was requested, who needed to approve it, and where work stood after it was submitted.

The solution

Built a Salesforce-based process supporting mobile maintenance request submission, Experience Cloud access, Salesforce Flow, manager approval, request routing, email notifications, work order handling, photo upload where supported, and QR-based access where applicable.

• •Maintenance request submission in Salesforce
• •Experience Cloud access for request entry where needed
• •Salesforce Flow for approval, routing, and notifications
• •Work order handling on related records
• •Photo upload where supported
• •QR-based access where applicable

Outcome

Centralized the maintenance request process in Salesforce from submission through approval and routing.

Maintenance requests had been handled through a mix of spreadsheets, email, and Microsoft Teams. This project moved request intake, approval, routing, and work order handling into Salesforce so the process lives in one system.

Built with

Salesforce, Salesforce Flow, Experience Cloud

Notes

• Salesforce Flow. Used declarative automation for approval, routing, and notifications so the process can be reviewed and maintained in Salesforce.
• Experience Cloud. Used where people needed to submit requests without working in the internal Salesforce UI.