Tickets
Introduction
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
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
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Add a ticket to a job.
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You can also copy a ticket.
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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.
Add 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 and 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 and select Add.
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Select a ticket type.
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Enter details and select Add.
Copy 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