Reassign a Ticket

Reassign a Ticket

Click the Ticket Icon>Highlight the ticket>Click Reassign>Click magnifying glass>Search for customer>Double click or click select>Click OK Alternatively, from inside an account>Click Apt/Svc History tab>Click Tickets Tab>Highlight Ticket>Click Reassign Ticket>Click magnifying glass>Search for customer>Double click or click select>Click OK

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      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 ...

    • Put a PO Number on Service Ticket

      From customer account>Click Appt/Svc History Tab>Select Ticket>Under 'Schedule' Tab Customer PO>Enter PO# Here

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

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      On Desktop: Open Customer Record>Click Appt/Svc History>Open Ticket>Click Time Card>Click Insert>if no TecH Assigned Select from Employee ID Field>Enter Time In/Time Out or Total Minutes>Make Sure Rate Code is Selected>Click OK to Save In App as ...

    • Review Customer Equipment From App

      From the Ticket: Click the Kabob(3 Dots)> Click Equipment List If no Ticket: Navigate to the Customer List>Open Customer>Click the Kabob(3 Dots)> Click Equipment List