Tickets
Apply Progress Billing to an Invoice
You can only apply progress billing from a ticket. Alternatively, insert text line item with % amount on the invoice.
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 ...
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
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
View The Work Orders That Were Completed And Know If They Were Invoiced Or Not.
From Reports: Service/Parts Tab>Select Ticket Log>Enter Date (closed) From and To Parameters>Job Status "Completed">Click Run From Calendar: Click List View>Enter Sch. Start & Sch. End Dates>Select Status of Closed>Click Refresh>Invoiced Tickets Will ...
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 ...
Go Back To Add Time & Activity On Ticket From Prior Day
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 ...