Using service tickets can be complex; this guide will help you make the most of the features available.
Download a copy of the Service Ticket Work Flow Diagram as a PDF (Zoomable) - Service Work Flow - PDF
Step-by-Step Guide to Creating A Service Ticket
- From the customer account click > Appt/Svc History
- Click > Insert Appt to create an appointment or Insert Ticket to create a service ticket
- Next enter a scheduled date for the date of service
- Then assign one or more technicians
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article