Customizing What Prints on Service Tickets

Modified on Wed, 8 Oct at 4:06 PM

Overview

Did you know you can control what prints on a ticket? You can now streamline what shows on a ticket that you print or email by choosing what to include or exclude.

How It Works

When printing or emailing tickets, you can select which information to include. Your selections will be remembered for the next time you print or email a ticket, making your workflow more efficient.

Minimum Ticket Information

If you only select Print Company Letterhead, it prints a ticket with bare bones information:

Your company name/address or logo
Service location (where to be)
Service date and time (when)
Customer record contact information

Available Print Options

You can choose to include any of the following sections on your printed tickets:

Company and Contract Details

Print your Company Letterhead - Shows name/address or logo
Print Contract Information
Print Authorization (Pre-Authorization)

Service Location Information

Print Central Station info - Adds CS name and CS/# to this section
Print Site Directions
Print Special Instructions
Print Customer Notes

Service Details

Service Requested/Services Performed
Print Zone Descriptions
Print Customer Equipment List
Print Service List - Items on the ticket

Work Documentation

Materials List - Tech can write on the ticket
Service History - Shows the account's service history
Ticket Notes Tab - Can come from quotes or you can enter notes manually
Print Labor Section - For the tech to record in/out time
Print Timecard Section - For the tech to record in/out time from mobile app or entered through desktop app

Benefits

Customizing your tickets allows you to:

Include only relevant information for each job
Reduce paper waste and printing time
Create cleaner, more professional-looking tickets
Tailor tickets to specific service types

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com