The Create a New Service Ticket action menu item creates a To create a new service ticket for the currently open company location, follow these steps:
Select "Create New Service Ticket" from the "Service" dropdown options.
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This will open the New Service Ticket Window as a tab in the main e-manage window, already assigned to the current company location.
Note: If you have a serviceable item created for what associated with the item you are servicing, you should it is recommended to create the service ticket from the serviceable item to carry over the . This ensures the carryover of warranty and service agreement information and to cost the service agreement (cost of service agreements comes only from service tickets created on serviceable items covered under , as well as proper costing of the service agreement. Service Tickets tickets can also be created from the e-manage Web Portal while a salesperson or service technician is out at a job - site.Click the New Service Ticket action menu item. The
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In the New Service Ticket Window will appear as a tab in the main e-manage window already assigned to the currently open company location.
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You can set the , you can fill out the following details:
"Bill To" Company Location: If you need to set a different company location
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as the billing address, you can drag and drop a company location onto the label or
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use the green "+" button. (
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Refer to the Company Labels section for more information
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.)
Required Fields: Fields marked with an asterisk (*) are mandatory.
Dropdown Lists: If there is only one option available in a dropdown list
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, it will automatically be
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selected. Choose the appropriate ticket type, which will also set the default value for the "Requires Implementation
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" checkbox. However, you can override this value
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after selecting the ticket type
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.
Serviceable Item: You can
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set the
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serviceable item type by dragging and dropping
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it from sources like Search e-manage, Recent Records,
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Favorites, or any grid
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displaying serviceable items
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. This associates the service ticket with the relevant serviceable item.
Sales Credit: This allows you to add salespeople to the service ticket for
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commission purposes.
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The "Scope of Work" and "Note to Tech" fields are HTML Text Boxes, meaning that you can text boxes, providing you with options to format the text with using different fonts, colors, and bold styles. If you are not interested in changing the prefer to use the default font, you can simply type in the boxes with the default font. To change format the font text or type in apply different styles, click the "Use Text Builder" buttons next to each box and use the . The resulting window allows you to type and format your text. In the builderAdditionally, you can also save text that you use all the time frequently used text along with the formatting for use later simply by checking the box next to the text and clicking the "Apply Checked Items" button.
You can also click on select a row and choose "Add to New Item, " to make any necessary changes, then click . Click the "Apply Text" button to close the window and put insert the text in into the appropriate Rich Text Boxrich text box.
Once After completing the Service Ticket is details, click the "Save" button. Once saved, you can have the option to print the ticket to give to for your service tech, technician or your service tech can open allow your technician to access it using the e-manage Web Portal.
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