VIEW ALL JOB TICKETS:
Go to the "Tickets" tab.
Here, you can see the list view of the job tickets and their relevant information. You can also search for Job Tickets using the following filters:
- Date range
- Job Activity Status
- Invoice/Payment Status
- Payment Collected
- Service Agreement Jobs
You can also search for the ticket number in the search box.
***You can also sort these results on the basis of their Scheduled Time, Ticket number or last updated by.
HOW TO CREATE JOB TICKETS:
You can create job tickets in more than two ways:
- Click on “+ Add New Ticket” button on the Tickets tab.
- Click on “+ Add New Ticket” button on the Customers tab.
- Click on “+ Add New Ticket” button on the Scheduler tab.
- Double click on any slot on the scheduler and the create new ticket popup will show up on the screen as shown below.
**It is a 3-step process to create a Ticket.
STEP 1: IDENTIFY CUSTOMER AND FILL JOB DETAILS:
Once you see the create new ticket dialog box, you can enter in the details :
1. Identify/create the customer. Search for the existing customer in the box or if it’s a new customer, create one by clicking on “Create a new address”
2. Select Work Code and Job Type.
3. Enter the Job Type so that your technicians have a clear idea of the Job beforehand.
4. You can also add Job Description which will give your technicians a clear picture of the job.
5. You can also mark the job as “Urgent” status.
6. You can also mark the job as "Callback".
7. You can also enable the option "Cover Under Service Agreement" if it is a PMA job.
- Work Code: Work Code is what the technician's job is related to, example whether it is an Installation or a Service job or any other custom Work Code.
- Job Type: Job Type defines what kind of job the technician is assigned to do for example, whether its a job related to plumbing, electrical, ventilation, gas furnace etc.
- Urgent Status: The Jobs which require Urgent implementation, can be marked as an Urgent Job.
If this is checked the job ticket after getting created will have a red exclamation beside the ticket number.
- Call Back: This option is checked to identify whether the ticket had a call back. Call back usually occurs when a you get a call back from your customer to work on an already completed job.
- Cover Under Service Agreement (Choose an equipment first): If this is checked and the customer has a service agreement attached to the ticket, the job will be covered under it. For example if the SA is related to the number of visits then everytime a ticket is created for the customer and the SA is used the number of visits will be reduced.
- Notify technician to collect PO: A purchase order is a legally binding document between a supplier and a buyer. Using PO keeps track of the payments and deliveries. For further details on the Purchase Order and its functionalities please refer to this document.
If you are creating a ticket for an already existing service address you can view the Equipment associated with the customer regard to any previous services once you choose the service address.
You can search for the existing customer either by Customer Name, Address, Phone Number, name of Billing/Service Address or Create a new Customer from here as well.
Also note that, you can see the Service Location Note added for the service along with the Service Addresses added in the Billing address and Job Histories in the particular service address.
Once you are satisfied with the information which you have entered, click NEXT.
STEP 2: SCHEDULE VISIT:
You will be directed to second step “Schedule Visit”. The main purpose of this tab is to schedule the Job according to your Technician’s availability.
Here, you can do the following:
- Select the technician(s) from the list to assign them the Job.
- Select the date and time range for the job to be performed.
You can select the technician(s) for this job by selecting one or more Technicians from the list and checking the box against the technician(s).
Next, Select the dates and time from the “Scheduled Visits” module. Using date picker, you can schedule the visits at different time and date for the different technicians.
Once you have finalized the Job Scheduler, click on the “Next” button to continue and job will be created/scheduled.
STEP 3: CONFIRM AND NOTIFY:
Once it’s confirmed, click on “Create” button to finish the ticket creation.
You will see a Notification on the top left with the Ticket Number of the Ticket which was created.
Here is a short video on how to create a job ticket: