Service Tickets

There are two ways access service tickets:
  • POS | Service Tickets
  • Service | Service Ticket
 
The Service Ticket screen contains three tabs: Main, Detail (F9), and PO Info.  The Main tab contains basic information regarding customer information, equipment to be serviced, work description, and services performed, while the detail tab contains specific parts and labor related to the repair.  The PO Info tab allows for quick ordering of a part needed to complete the service work.
 
Service Tickets
1

Add a New Service Ticket

1. Add a New Service Ticket
A new service ticket is created by clicking the Add button located on the Main tab.  This opens the Find Customer window, and the user can select a customer from the store's AR customer listing or enter a new customer.
 
2

Find Existing Service Ticket

2. Find Existing Service Ticket
If available, you can enter the appropriate lookup criteria to locate the desired service ticket, and then click Find Now to display the matching service tickets.  You can add the option to find a service ticket by additional criteria, like customer ID or last name, by selecting the Use the Advanced Find Form in System | Company Setup | Service Tickets 1. 
 
 
If you click Find Now without any parameters, the system will display all service tickets in order of service ticket number.
 
Once a ticket is created or an existing ticket is found and selected, additional buttons become available along the bottom of the window.
 
Service Tickets
1

Edit

1. Edit
This allows you to edit the information in the current service ticket.
2

Delete

2. Delete
This deletes the current service ticket.  If stock items have been added to a service ticket, you will receive an error message that the stock items must be removed prior to deleting the ticket.
 
 
The ticket can be deleted after the stock items have been removed.
3

Total

3. Total
This displays a summary of income, cost, gross profit, and profit margin for non-warranty and warranty portions of the total.
 
4

Note

4. Note
This allows you to enter additional information regarding the equipment or repair.
 
5

Print

5. Print
This prints the service ticket to the default printer set in System | Workstation | Printing/Options.
6

Complete

6. Complete
This changes the status of the service ticket to Complete and allows you to proceed to invoicing the service ticket.
7

Pickup

7. Pickup
This marks the customer's equipment as picked up and displays a picture of the person picking up the item.
 
8

Check List

8. Check List
You may attach a more detailed work scope to accompany the work description.
9

Contacts

9. Contacts
You may enter additional contacts to be informed of the equipment repair status.
10

Start Clock

10. Start Clock
This may be used to log time against this service ticket .
11

Activity

11. Activity
This is an activity log that records changes made to the service ticket.