Ticket Item Builder (Deprecated)

This feature has been deprecated and is no longer supported. You should switch to the Lightning Experience and use the tools FieldFX has there instead.

Introduction

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

Use the Ticket Item Builder to:

Prerequisites

To setup and use Ticket Item Builder, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

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

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

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
The Expand button only appears when using the Price Book Builder, Ticket Items Builder (here) or the Quotes Item Builder.

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.

Step-by-Step Guides

With the Ticket Item Builder, you can:

Opening the Ticket Item Builder

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

    You must switch to Salesforce Classic to use the Ticket Item Builder. The Ticket Item Builder can’t be used in the Lightning Experience.

  3. Open the Tickets tab.

  4. Open a ticket.

  5. Click Ticket Item Builder.

Back to Task List

Adding Ticket Items

  1. Open the Ticket Item Builder.

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

    Expand button
    The Expand button only appears when using the Price Book Builder, Ticket Items Builder (here) or the Quotes Item Builder.

  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

Back to Task List

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
    The Expand button only appears when using the Price Book Builder, Ticket Items Builder (here) or the Quotes Item Builder.

  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

Back to Task List

Adding Quote Items to a Ticket

  1. Open the Ticket Item Builder.

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

    Expand button
    The Expand button only appears when using the Price Book Builder, Ticket Items Builder (here) or the Quotes Item Builder.

  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

Back to Task List

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

Back to Task List

Copying Ticket Items

  1. Open the Ticket Item Builder.

  2. Move down to the Item grid.

  3. Select items.

  4. Click Copy Selected and then click OK.

Back to Task List

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.

Back to Task List

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.

Back to Task List

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.

Back to Task List

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.

Back to Task List

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.

Back to Task List

Videos

Adding Ticket Items

Editing Ticket Items

Copying Ticket Items

Deleting Ticket Items

Recommended Reading