General Setup
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Written by Saadi
Updated over a week ago
  1. Next, you can choose the template of the ticket from the two options provided.

  2. 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.

  3. 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).

  4. 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 test post-repair device condition before completing a repair job.

  3. Turn on the third toggle to convert logged time to billable hours upon checkout

  4. 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.

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