Creating a Service Ticket

Creating a New Service Ticket Go to the customer's account. Click Concerns + , enter a description of the issue (for example, "Water Leak"), and save. Click Projects + and select the concern you just created. In the ticket, click Visits and open the visit by its ticket number. Click + and add the relevant equipment or job types (for example, a boiler or expansion tank). 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. Under Activity in the top right, click + to see the available note types. Use Project Note when the note should be visible to technicians, and enter details relevant to the visit. Add a separate activity under Dispatch for details the dispatcher needs to see, such as when the customer will be home. 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. Click Projects and select the applicable project (for example, a water leak). If you don't see your project, toggle All Projects . In the ticket, click New Visit . Click the ticket number to open the service ticket. Set up the ticket as needed.