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 Tickets and click on the gear icon to enter Settings. Here you can enable the Time Card Clocking In feature.
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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 to Archive Service Tickets?
Service Tickets are great, but they tend to pile up & makes it difficult to find the on-going ones that are being worked on. The best option you have is to email them to yourself. As you cannot Archive them.
How do I archive Service Tickets?
To archive Service Tickets, go to the Menu and choose Service Tickets. Once here go to the Service Ticket you wish to archive. Scroll down to the bottom right and locate the Actions drop down. Click the Actions drop down and select Archive and ...
Does a Service Ticket have to be associated and linked to a Project?
Service Ticket does not have to be associated or linked with a Project.
How do I invoice the Customer for Service Tickets?
To Invoice a Customer for Service Tickets, go to the Menu and choose Service Tickets. From the list view, find the Service Ticket you wish to raise an Invoice for and click to preview. Scroll down to the bottom right to the Actions drop down and ...