Offering a service seems easy but there are multiple decisions that go into making a good offer for your client. Adding a service vertical is not all you need. To help you make your services even better, RepairDesk brings you some settings regarding adding product cost in service receipt, deciding settings for the tickets, view preferences and much more.

General Setup for Ticket's Module

The section of general setup is divided into further three sections providing you exposure to different settings. Firstly, follow the path below to get to the settings:

Path: \Settings > Store > Module Configurations > Ticket Management

Once you open the tab for the Ticket Management, the first tab opening for you will be the General tab. Let's take you through different settings one by one.

Basic Configuration

The first section belongs to the general configuration.

1. The first toggle allows you to add price of the part used during repair in the service. If you want to exclude the part price from the service, turn off the toggle.
2. Next, you can choose the template of the ticket from the two options provided.
3. When taking a device for repair, you would want to save either its IMEI or serial. You can click on the button for whichever option you would like to have.
4. You would see a dropdown asking you to select to whomever you would like to assign the tickets. You can either choose a worker or go with the option of logged user (tickets will be assigned to the user logged in at the time of ticket creation).
5. The section ends with asking you about the default status of every ticket at the time of its creation.

Workflow Setup

This section helps decide the flow between a ticket and an invoice. There are multiple choices for the user to opt from. Here are the steps you can take:

1. To ensure that the ticket can't be deleted once its invoice has been generated, turn on the first toggle.
2. Turn on the second toggle to stop the user from editing a ticket once its invoice has been generated.
3. Turning on the third toggle will automatically change a ticket's status at the time of its invoice generation.
4. Turning on the fourth toggle will require the technician to add post repair condition of the device before closing a ticket.
5. In the end, the dropdown enables the user to select the information that must be entered before booking a repair job.

View Preferences

This section enables the user to customize his view according to his choice. Below are the steps you can follow:

1. The first dropdown gives you options for the number of tickets you would like to view on your terminal.
2. The Ticket Log Order dropdown allows the user to select the sorting of the tickets on the view.
3. Turning on the toggle at the end will only show the user a list of tickets assigned to him.