Put a PO Number on Service Ticket

• Related Articles

• Service Reminders & Reminder Report

  How to Use Service Reminders and the Reminder Report: 1. Setting Up Service Reminders: Navigate to the customer requiring an inspection reminder. Locate the Service Reminders section. Insert & configure the reminder details, including the date, time, ...

• Add PO In Ticket to Appear on Invoice

  From customer account>Click Appt/Svc history> Click Insert Ticket>Click Reference tab> Add PO# in the PO box

• Move A Ticket That Has Already Been Invoiced

  Go to Tickets Dashboard>Highlight Ticket to be Moved>Click "Reassign">Enter Account Number or Use the Magnifying Glass to Search/Choose Account>Review Check Boxes>Click OK to Complete>If you Selected to Move Equipment a Pop Up Will Appear of ...

• Search A Phone Number

  From the Customer List>Click Searches Icon>Click Phone>Enter full number, including area code, in the 'Customer Telephone Number' field>Click OK Note: If data does not appear, we have not posted said check in the database. Please ask your customer to ...

• Delete A Recurring Service Reminder

  From customer sccount>Select Service Reminders>Highlight Line Item>Click Delete>Click OK