Tickets
Prerequisites
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To use tickets, you need the following licenses:
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To use tickets, you must:
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To use tickets, you need:
Basics
A ticket records details about specific work completed on a job.
When you add a ticket, you can:
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Add ticket items
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Attach FX Reports
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Attach FX Forms
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Attach files
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Use a ticket checklist
Completing a Ticket
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Add a ticket to a job
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Use the Ticket item Builder or Ticket Item Wizard to add price book items to the ticket
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Attach a ticket report to document the work completed and get the report signed by the company man
Step-by-Step Guides
Adding a Ticket
FieldFX Back Office
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Open the Tickets tab
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Click New
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In Record Type, select a ticket type
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Click Continue
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Enter details
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Click Save
FieldFX Mobile
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Select Jobs on the sidebar
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Select the job
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Select Tickets on the sidebar
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Select Add
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Select a ticket type
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Enter details
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Select Add
Copying a Ticket
FieldFX Mobile
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Select Jobs on the sidebar
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Select the job
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Select Tickets on the sidebar
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Select Copy on the ticket
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Enter details for the new ticket
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Select Add
Recommended Reading
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FX E-Ticketing Minimum Permissions
Learn the minimum permissions required to use tickets