How do I archive Service Tickets?

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• 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.

• 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 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 ...

• 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 see a list or display of all of my open Service tickets?

  To see all open Service Tickets, go to the Menu and choose Service Tickets. The list view opens with all the Service Tickets. Here, click the Open tab and all the Open Service Tickets will be displayed there.