Work requests by email

Email intake - a dedicated address that turns incoming email into work requests, with no login required for the sender.

Email intake gives your organization a dedicated address like acme-staff-requests@requests.assetlab.ca. Anyone who emails it creates a work request - no account, no login, no app. It is built for the people who report problems but will never adopt a portal: field techs, tenants, contractors, the person who just noticed a leak. For them, filing a request is exactly as hard as sending an email - because that's all it is.

You can create as many addresses as you need - one per site, per team, or per audience - each with its own defaults and its own rules about who may use it.

How it works

When an email arrives at an intake address, AssetLab turns it into a work request in your organization:

EmailBecomes
Subject lineRequest title
Message bodyRequest description (plain text; formatting is stripped)
SenderThe requester on the request
Address defaultsSite, priority, and work category

The sender is matched against your existing requesters by email address. A known sender's request is filed under their existing record, with their history; an unknown sender gets a new requester record created from the email. If that person later gets a portal account under the same email address, the record - and everything they ever filed - carries over to it.

The new request lands in Work Requests as Pending Review, exactly like a portal submission. From there your normal flow takes over: triage, conversations, approval or decline, and conversion to a work order. The sender immediately receives a confirmation email with the request title. When your team replies in the request conversation, each reply is also emailed to the sender - that is how you keep an email-only requester in the loop.

Setting it up

Administrators manage intake addresses under Settings → Email Intake:

  1. Create an address. Give it a name (e.g. "Staff requests"); AssetLab builds the address from your organization name and the name you chose. Because the address is easy to guess, use the sender policy below to control who can actually file requests - everything still arrives as Pending Review either way.
  2. Set defaults. Every request created from this address gets the default site, priority, and work category you choose. Categories feed auto-assignment, so a "Facilities requests" address with a default category routes to the right group automatically.
  3. Choose who can send:
PolicyBehavior
Any senderAnyone who knows the address can file a request
Known requesters onlyOnly senders already registered as requesters in your organization
Allowlist onlyOnly the specific email addresses you list
  1. Share the address with the people who should use it, and tell them the one rule: subject = what's wrong, body = the details.

Each address has an on/off toggle - turning it off stops its intake instantly and is reversible. Deleting an address never touches the requests it created; if an address leaks to the wrong audience, delete it and create a new one under a different name.

Limits

Good practices