How do I track the hours spent on a specific Service Ticket?
You can track the hours spent on a specific Service Ticket by clocking in and out of it.
To do this, you will first need to enable the option within Time Card > Settings > Enable Clock into a Service Ticket. Once checked, your employees will now see an option on the Employee Time Card that allows them to select a Service Ticket. To do so, open the Service Ticket in question and under Service Notes, you will see Clock Into this Ticket and that should help track hours. Once completed, click Clock Out to finish.
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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 ...
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.
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, ...