Tickets :: FieldFX Documentation

Introduction

A ticket records details about specific work completed on a job.

When you add a ticket, you can:

To use tickets, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
FieldFX Base Package FieldFX E-Ticketing	FX E-Ticketing minimum permissions	Set up the FX E-Ticketing module Set up the Ticket Copy feature Add jobs

Have these permissions

Complete these tasks
and review these topics
before continuing

Add a ticket to a job.
- You can also copy a ticket.
Use the Ticket item Builder or Ticket Item Wizard to add price book items to the ticket.

The Ticket Item Builder has been deprecated and is no longer supported. You should switch to the Lightning Experience and use the tools FieldFX has there instead.
Attach a ticket report to document the work completed and get the report signed by the company man.

Click to expand, click again to collapse

Select Tickets on the sidebar.
Select the ticket.
Select Items on the sidebar.
Select a dynamic parent item.

Enable Dynamic Parenting must be selected in the linked Price Book.
Select .
Select Add Child Items.
Select child items.
Select .
At the confirmation to add details before saving each ticket item, select YES (to add the details) or NO (to continue adding them).

The ticket grid appears showing the ticket items as a child item underneath the parent item.
- You can also enter details before saving.

The child items display below the parent item.

Items with a parent and children

Select Tickets on the sidebar.
Select a ticket for a job created from a quote.
Select Items on the sidebar.
- The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected.
- The Rule Engine adds price book items to the ticket automatically if required by a rule.
Select .
Select the Quotes Item type.

When adding quote items, the other item types can’t be selected to add to the ticket.

And when adding price book items to a quote, only items from the quote list can be selected.
Select Quote item.
Select .

Child items get added automatically when you add their parent item.
You can also add the details before saving.

In FX Mobile, click Jobs and then open a job.
Select on a listed job to open it.
Select on Tickets.

A list of tickets for that job appears.
To copy a ticket, tap next to the ticket you want to copy.

All the information and ticket items for that ticket are copied into a new ticket. Use when you want to add a new ticket that is similar to an existing ticket.
On the Copy Ticket window, edit any ticket details if necessary.
Select Add to finish the copy.

The ticket now has been copied and you can further edit the new ticket as necessary.