# Creating a Service Ticket

### Creating a New Service Ticket

- Go to the customer's account.
- <span style="white-space: pre-wrap;">Click </span>****Concerns +****, enter a description of the issue (for example, "Water Leak"), and save.
- <span style="white-space: pre-wrap;">Click </span>****Projects +****<span style="white-space: pre-wrap;"> and select the concern you just created.</span>
- <span style="white-space: pre-wrap;">In the ticket, click </span>****Visits****<span style="white-space: pre-wrap;"> and open the visit by its ticket number.</span>
- <span style="white-space: pre-wrap;">Click </span>****+****<span style="white-space: pre-wrap;"> and add the relevant equipment or job types (for example, a boiler or expansion tank).</span>
- In the Visit tab, set the service date.
- Add the assigned technician.
- Enter the job order.
- Select the arrival window.
- Add any needed parts to the visit.
- <span style="white-space: pre-wrap;">Under </span>****Activity****<span style="white-space: pre-wrap;"> in the top right, click </span>****+****<span style="white-space: pre-wrap;"> to see the available note types. Use </span>****Project Note****<span style="white-space: pre-wrap;"> when the note should be visible to technicians, and enter details relevant to the visit.</span>
- <span style="white-space: pre-wrap;">Add a separate activity under </span>****Dispatch****<span style="white-space: pre-wrap;"> for details the dispatcher needs to see, such as when the customer will be home.</span>
- Open the service board to confirm the ticket now appears there.

### Creating a New Visit in the Same Project

Use this when going out again for the same issue.

- Go to the customer's account.
- <span style="white-space: pre-wrap;">Click </span>****Projects****<span style="white-space: pre-wrap;"> and select the applicable project (for example, a water leak). If you don't see your project, toggle </span>****All Projects****.
- <span style="white-space: pre-wrap;">In the ticket, click </span>****New Visit****.
- Click the ticket number to open the service ticket.
- Set up the ticket as needed.