Does a Service Ticket have to be associated and linked to a Project?

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• Basics of Service Tickets

  Purpose: To Create a Service Ticket. Background: Service Tickets are a fast and efficient way of scheduling work to be done by your technicians. Once your customer contacts you to request service, you can easily create a ticket, assign a technician, ...

• How are the Service Tickets linked to the Timecard feature?

  Service Tickets have the ability to directly clock into a Time Card, once it is enabled. This helps skipping going to the Time Card Module and then clock into the Time Card right from the Service Ticket. To enable, go to the Menu and select Service ...

• How do I post a payment for any service ticket?

  To Post Payment for a Service Ticket, go to the Menu and choose Service Tickets. Locate the Service Ticket and preview the Ticket. Once here, scroll down to the bottom right and under the Actions drop down, choose Post Payment.

• How do I generate an Invoice from a Service Ticket?

  To create an Invoice from a Service Ticket, go to the Menu and choose Service Tickets. Here open the Service Ticket you wish to create an Invoice from. Scroll down to the bottom right to the Actions drop down and select Create/ Modify Invoice to get ...

• How do I update the Service Ticket status?

  To update the Service Ticket status, please go to the Menu and choose Service Tickets. Choose the Service Ticket you wish to change the status for. On the top, you will see Unscheduled, Scheduled En Route, Checked In and Completed and all these are ...