---
title: Work Order Request
slug: help/work-order-request
createdAt: 2025-02-14T00:27:43.749Z
---

Welcome to the Work Order Request process! This will help you easily create requests for Inserting and Mailing services at DFS. This simple guide will walk you through each step to make sure your submission goes smoothly.

### Purpose

The purpose is to assist customers in submitting work orders specifically for insertion and mailing. Printing services are not included as part of this process. All materials must be preprinted and ready for insertion. 

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### Who is This Guide for?

This guide is intended to be used by customers that are setup to have their physical mail picked up and inserted at DFS. 

If you are not currently setup but are interested, please send your request to our Account Services team by clicking on the button below. 

:::CtaButton{label="Submit Your Request" externalHref="mailto:AccountServices@dfsmail.com" openInNewTab="true"}

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### Submitting Your  Work Order Request

:::CtaButton{label="WO Submission" externalHref="https://portal.dfsmail.com/WorkOrders/WorkOrderSubmission" openInNewTab="true"}

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Once your account is set up for Portal WO Requests, your whole team can easily access the Work Request tab, including WO Submission and WO Submission History. 

![](https://api.archbee.com/api/optimize/p1xrZksYPx7gK3xNYW7P_/9y5IEsunMTFustHq_d1As_image.png)

### Initiate a Request

**Navigate to WO Request/WO Submission tab**

1. **Based on your setup, you'll see a list of your available Job Templates. **
   1. If you do not see your job listed or need a new job added, please contact <u>Account Services</u> by creating a Support Ticket below.

      ![](https://api.archbee.com/api/optimize/p1xrZksYPx7gK3xNYW7P_/bwLs0jN6_G0CfR10cVtmt_image.png)
2. **Enter all Contact & Billing Information.**

::Image[]{src="https://api.archbee.com/api/optimize/p1xrZksYPx7gK3xNYW7P_/Yh-bCrnHH6zB-W5YKTp9g_image.png" size="100" isUploading="false" width="1792" height="486" darkWidth="1792" darkHeight="486" showCaption="false" indent="3"}

3. **Enter Job Details:&#x20;**
   1. Requested Mail Date is based upon your designated SLA, however, you may choose a later date.&#x20;
   2. Enter how many total mail pieces are you sending.
   3. Fill in Inventory quantities needed for each type on the Quantity Needed column.&#x20;
      1. Note: The categories listed will display based on the Job setup.&#x20;
         1. If nothing is needed for a certain item, you must note that '0' are needed on the field.&#x20;
      2. There are instructions on what to do if an item needed for your job is not listed.&#x20;

         ![](https://api.archbee.com/api/optimize/p1xrZksYPx7gK3xNYW7P_/yDziB_83xUrXW6AsCEMl7_image.png)
4. **Pickup Details & Submitting Your WO:**
   1. If you need pickup services, choose 'Yes' and fill in the required information.&#x20;
   2. Same-Day pickup services must be submitted prior to 10am PST.
   3. Once you have filled in all the required information, click Submit to DFS.
   4. A confirmation email with a work order number and required paperwork will be emailed to the person submitting the request.&#x20;

      1. This paperwork is required at the time of pickup. &#x20;

      ![](https://api.archbee.com/api/optimize/p1xrZksYPx7gK3xNYW7P_/BCLRmvFSdkREojyGqUYpk_image.png)

\*\*\**No work will be picked up without accompanying paperwork.&#x20;*
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***

### WO Submission History

- Portal users will be able to see a history of all work order submissions.&#x20;

  - Important details listed:
    - When the job was submitted
    - When it was set to mail&#x20;
    - Who submitted the job
    - Status of the job

  ![](https://api.archbee.com/api/optimize/p1xrZksYPx7gK3xNYW7P_/3f0LqqJmSfK63jnVzuT0Y_image.png)

***

### Create a Support Ticket

If you need further assistance, send a ticket into our system by using the button below.&#x20;

:::CtaButton{label="Email Account Services" externalHref="mailto:AccountServices@dfsmail.com?subject=Work%20Order%20Request%20-%20Support%20&body=Dear%20user%2C%0A%0APlease%20describe%20your%20question%20about%20our%20Work%20Order%20Request%20process%20in%20detail%3A%0A%0A%0A%0A%0A%0A%0A%0A%0A&#x22;>https://app.archbee.com/docs/f8eWOGR__7jcPAI2OoBG6/DRAFT-IoD1PhFz-jEZOIXMXkDMR" openInNewTab="true"}

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***

:::ExpandableHeading
### Revision History

| Version Date      | Updater Name      | Description   |
| ----------------- | ----------------- | ------------- |
| February 14, 2025 | Angelica Gonzalez | Initial draft |
|                   |                   |               |
|                   |                   |               |
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