Ticket Item Builder

Prerequisites

Basics

The Ticket Item Builder is a ticket management tool in FieldFX Back Office.

Use the Ticket Item Builder to:

  • Add price book items to tickets

  • Add quote items to tickets

  • Edit ticket items

  • Delete ticket items

Getting There

Open a ticket in FieldFX Back Office and click Ticket Item Builder.

You must switch to Salesforce Classic to use the Ticket Item Builder.

Ticket Details

The Ticket Details section displays basic ticket information.

Ticket Details section from FieldFX Back Office

Search Filters

Use the Search Filters to filter the ticket items shown in the Item grid.

Search Filters section from FieldFX Back Office

Item Grid

Basics

The Item grid displays the ticket items on a ticket.

Configure Your Items sections from FieldFX Back Office

Use the Item grid to add, edit, or delete ticket items.

Parent & Child Items

Child items display indented under their parent item.

Example of parent and child items in FieldFX Back Office

Bulk Update

Use the Bulk Update feature to edit multiple ticket items at once.

Update Selected Items panel from FieldFX Back Office

To use this feature, select ticket items and click Bulk Update underneath the Item grid.

Barcode Scanning

Use the Barcode Scanning feature to scan barcodes on items to add them to tickets.

To use this feature, click in the Barcode field and scan the barcode on the item.

Barcode field in FieldFX Back Office

Stage Pricing

Use the Stage Pricing feature to apply a fixed price to a collection of ticket items.

To use this feature, select ticket items and click Stage Pricing underneath the Item grid.

Item Picker

Basics

Use the Item picker to add items to a ticket.

To open the Item picker, click Expand on the right side of the page.

Expand button

Price Book Item Picker Tab

Quote Item Picker Tab

Scheduled Crew Tab

Use the Scheduled Crew tab to add scheduled crew.

Ticket Item Builder’s Scheduled Crew tab in FieldFX Back Office
This tab only displays if you dispatch crew to the job.

Scheduled Equipment Tab

Use the Scheduled Equipment tab to add scheduled equipment.

Ticket Item Builder’s Scheduled Equipment tab in FieldFX Back Office
This tab only displays if you dispatch equipment to the job.

Videos

Adding Ticket Items

Editing Ticket Items

Copying Ticket Items

Deleting Ticket Items

Step-by-Step Guides

Opening the Ticket Item Builder

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. Open the Tickets tab

  4. Open a ticket

  5. Click Ticket Item Builder

Adding Ticket Items

  1. Open the Ticket Item Builder

  2. Click Expand on the right side of the page

    Expand button

  3. Select price book items

  4. Click Add Selected

    Child items get added automatically when you add their parent item.

  5. Click Close on the left side of the Item picker

    Collapse button

Adding Ticket Items from a Hierarchical Price Book

Prerequisite

Set up the Hierarchical Price Books feature.

  1. Opening_the_Ticket_Item_Builder

  2. Click Expand on the right side of the page.

    Expand button

  3. Click Extended Price Book Items

    Extended Price Book Item example

  4. Select price book items

  5. Click Add Selected

    Child items get added automatically when you add their parent item.

  6. Click Close on the left side of the Item picker

    Collapse button

Adding Quote Items to a Ticket

  1. Open the Ticket Item Builder

  2. Click Expand on the right side of the page

    Expand button

  3. Click the Quote Item Picker tab

  4. Select quote items

  5. Click Add Selected

    Child items get added automatically when you add their parent item.

  6. Click Close on the left side of the Item picker

    Collapse button

Adding Child Ticket Items

Prerequisite

Designate dynamic parent items.

  1. Open the Ticket Item Builder

  2. Click Add Child Items next to a dynamic parent item

    Add child items button highlighted

    The Item picker opens.

  3. Select child items

  4. Click Add Selected

    Child items get added automatically when you add their parent item.

  5. Click Close on the left side of the Item picker

    Collapse button

  6. Click Add Child Items

    Disabling add child items button in FieldFX Back Office

Copying Ticket Items

  1. Open the Ticket Item Builder

  2. Move down to the Item grid

  3. Select items

  4. Click Copy Selected

  5. Click OK

Editing a Ticket Item

  1. Open the Ticket Item Builder

  2. Move down to the Item grid

  3. Click the arrow next to the item

    Arrow button

  4. Click Edit

  5. Make edits

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price for items that have Locked Price/Markup selected.

  6. Click Save

Editing Multiple Ticket Items

  1. Open the Ticket Item Builder

  2. Move down to the Item grid

  3. Select items

  4. Click Bulk Update

  5. Make edits on the Updated Selected Items panel

    UPdate Selected Items section of FieldFX Back Office

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price for items that have Locked Price/Markup selected.

  6. Click Update

Applying Stage Pricing to Ticket Items

Prerequisite

Set up Stage Pricing for tickets.

  1. Open the Ticket Item Builder

  2. Move down to the Item grid

  3. Select items

    You can’t apply stage pricing to items that have Locked Discount selected.

  4. Click Apply Stage Pricing

  5. In Total Staging Price, enter the price to charge for the items

  6. Click Apply

    • The total price for the items is now the specified stage price.

    • The discount percentage of each item also updates.

    • To remove stage pricing, delete the items and then re-add them.

Charging the Standby Price for a Ticket Item

  1. Open the Ticket Item Builder

  2. Move down to the Item grid

  3. Click the arrow next to the item

    Circle arrow button

  4. Click Edit

  5. Select On Standby

  6. (Optional) In Standby Price, set the standby price to charge

    You can’t edit the price for items that have Locked Price/Markup selected.

  7. Click Save

Deleting Ticket Items

  1. Open the Ticket Item Builder

  2. Move down to the Item grid.

  3. Select items

    You can’t delete an item if:

    Child items get deleted automatically when you delete their parent item.

  4. Click Delete Selected

  5. Click OK

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