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. This will open the New Service Ticket Window as a tab in the main e-manage window, already assigned to the current company location.
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Note: If you have a serviceable item associated with the item you are servicing, it is recommended to create the service ticket from the serviceable item. This ensures the carryover of warranty and service agreement information, as well as proper costing of the service agreement. Service tickets can also be created from the e-manage Web Portal while a salesperson or service technician is at a job site. |
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In the New Service Ticket Window, you can fill out the following details:
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