Scheduling Tickets

Once you have reviewed the ticket's information and have all the necessary details, click the "Mark as Accepted" button. This is saying this ticket is ready to be scheduled.

You will then need to click the pencil icon to edit the ticket information and select the technician and the date/time you want to schedule this ticket for.

When done, click "Save and Mark as Scheduled". The technician will get a text letting them know they have a new ticket on their board, and whatever contact(s) you have selected to receive the "Scheduled" notification will receive an email.

This ticket will now show in the "Scheduled" stage. 

The stages will automatically advance through "En Route", "In Progress", and "Completed" as the technician works on this ticket.

You can also schedule tickets using the "Tech Board". This board is located under the Service section of the main menu and is a drag-and-drop style view.

Your queue of "New" and "Accepted" tickets are on the left. To schedule a ticket simply drag and drop on the day and technician you want to schedule this ticket for. A box will pop open for you to select the time, then click "Save". Note: If you are scheduling from the tech board it is best to do it from a desktop and not on mobile.