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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.727  Help ID: 734

Main Tab

On the main tab, click on the Edit button to edit the service ticket information.
 
Main Tab
1

Ticket Number

1. Ticket Number
 
This number is assigned by the system when a new ticket is saved.
2

Customer Phone Numbers

2. Customer Phone Numbers
 
The first phone number is pulled from the AR customer file.  You may enter a second phone number for the customer.
3

Customer Information

3. Customer Information
 
The name and customer ID are pulled from the AR customer file.  The name may be edited within the service ticket to define a department or individual specific to the repair; this will not change the AR customer file.  The Info button takes you directly to the AR customer file.
4

Equipment Information

4. Equipment Information
 
You may enter details regarding the make and model of both the main body and the engine of the equipment and can attach a photo for reference. You may enter separate serial numbers for the main body and the engine if the equipment has them.
 
For more information on adding photos or other images to a service ticket, see the video Adding Images to Service Tickets.
5

Time and Date Received

5. Time and Date Received
 
This defaults to the workstation current time and date but may be changed if the equipment was received at another time.
6

Pickup/Delivery

6. Pickup/Delivery
 
This triggers a notification at the Ring Sale screen when a customer's equipment is ready to pick up.
7

Work Status

7. Work Status
 
The work status may be changed to reflect the equipment's progress through the repair.
 
8

Entered By

8. Entered By
 
This is the name of the salesperson creating the service ticket.
9

General Information

9. General Information
 
The Prefer field indicates a preferred service person.  Service persons are defined in Service | Support Files | Service Persons.
Type is the type of repair to be performed.  Work types are as defined in Service | Support Files | Work Types.
The customer may specify a date for the repair to be completed.  This may be used later as a sort criterion.
10

Work Description

10. Work Description
 
This is the scope of work to be performed on the equipment.  Clicking the Select button opens a list of work description items that may be selected for the work type indicated.  The work description items are as defined in Service | Support Files | Work Description.  The text can be edited to be specific to the equipment and repair.
 
11

Service Performed

11. Service Performed
 
This is the scope of work that has been completed on the equipment.   Clicking the Select button opens a list of work description items that may be selected for the work type indicated.  The work description items are as defined in Service | Support Files | Service Performed.  The text can be edited to be specific to the equipment and repair.
 
12

Invoice Totals

12. Invoice Totals
 
These are the repair totals, broken into the customer's and warranty holder's portions.
13

Equipment Data

13. Equipment Data
 
This equipment data is required for making a warranty claim. 
Date Failed is the date that the equipment failed.
Mch. Hours is the mechanical run hours, if available.
Purchased is the date the equipment was purchased.
From is the store the equipment was purchased from.
14

Customer P.O.

14. Customer P.O.
 
This is the number for the customer's purchase order.
15

Warranty Work

15. Warranty Work
Clicking the Warranty Work checkbox opens the Warranty Information window, which displays more detail regarding the warranty scope.  After the Warranty Information has been saved, it can be accessed through the Wrnty Detail button.  You can enter dates for when a warranty claim is filed and paid for components of the equipment. 
16

Directions

16. Directions
This allows you to enter driving directions for an equipment pick-up/drop-off.