How do I update the Service Ticket status?

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• How do I set the Priority Status for the Service Ticket and can I filter and display a list based on these Priorities?

  To set the priority status for Service Tickets, go to the Menu and locate Service Tickets and pick the Service Ticket you wish to change the status to. Once here, go to Edit mode which is the pencil icon on the top right. In the details tab, you will ...

• 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 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 ...

• 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.