From the Customer tab, the user can access the work tickets for this specific customer location by clicking the Work Tickets tab along the top.
From the Work Ticket tab, click the Add New Work Ticket on the right side of the window. Customer, service address, and other defaults fill in automatically.
The default status for a new service work ticket is ‘PEND’, or Pending Schedule.
Enter any specific information needed for this work ticket, like Job Type, Schedule Date, or a PO Number. Type in a Problem Description and any Notes the technician may need to complete the job. Save the changes made.
