Tickets

Introduction

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

When you add a ticket, you can:

Prerequisites

To use tickets, you need to:

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

Step-by-Step Guides

  1. Add a ticket to a job.

  2. Use the Ticket item Builder or Ticket Item Wizard to add price book items to the ticket.

  3. Attach a ticket report to document the work completed and get the report signed by the company man.

Add a Ticket

FieldFX Back Office

  1. Open the Tickets tab.

  2. Click New.

  3. In Record Type, select a ticket type.

  4. Click Continue.

  5. Enter details and click Save.

  6. Add ticket items.

FieldFX Mobile

  1. Select Jobs on the sidebar.

  2. Select the job.

  3. Select Tickets on the sidebar and select Add.

    Blue add button
  4. Select a ticket type.

  5. Enter details and select Add.

    Green add button
  6. Add ticket items.

Copy a Ticket

FieldFX Mobile

  1. Select Jobs on the sidebar.

  2. Select the job.

  3. Select Tickets on the sidebar.

  4. Select Copy on the ticket.

    Copy button blue
  5. Enter details for the new ticket.

  6. Select Add.

    Green add button

Videos

Adding a Ticket

FieldFX Back Office

FieldFX Mobile

Adding a Ticket for Quote Items

FieldFX Mobile

Copying a Ticket

FieldFX Mobile