Service Ticket Work Flow

Modified on Tue, 7 Apr at 3:47 PM

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
Step 3: Using the template in your article

Step 1: Access the template list view

Explain the relevant actions to be performed

Step 2: Populate the content in the template

Explain the actions under this step

Step 3: Use the template in your article

Explain the actions under this step

Use the callout cards to highlight anything important about any of the steps mentioned above

Add a video to help users understand the steps visually