Completing the Ticket (tech's side)

The service technician can easily perform the work in the field while documenting the repair in the system.

When the technician logs in:

• They will see a list of all tickets that have been assigned to them.

• They will click on the ticket they are about to work on.
• Once they open the ticket, they can view all information regarding that ticket, including any notes/docs the office has selected to show to the technician.

• When they are heading to the job they will need to click “On My Way”.
• Once they have arrived on site they will click “Start the Clock & Open Ticket”.

The technician can then:

• Check-in with a manager if possible.

• Add the repairs (including setting the location of the repair, and taking before and after photos). Start by clicking "Add Repair", then follow the steps.

     

• Review the completed repair(s) with the customer and have them sign off on it if possible (this usually ensures you get paid quicker).
• Then, close out the ticket by clicking the "Close Ticket" button.

* The technician can use the tabs on the bottom of the screen to toggle between the workflow if they need to.

• Enter any closing notes, enter the total number of techs on this ticket (including yourself), enter all material that was used on this ticket, and enter any additional purchases you had to make to complete this ticket.

• Complete this ticket by clicking the "Complete Service" button.

**Once the tech closes out the ticket, they (the tech) will not be able to reenter the ticket unless someone from the office moves the ticket back to the "In Progress" stage.