The Service module allows you to seamlessly create and perform service tickets for your clients. Here's how:
1. From the Dashboard, select "Service"
2. On the Service Page, click "+Add Service Case"
3. Fill out the form with your client's details - if the client is already in your system, just start typing their name to search/select your existing client and we will automatically fill in their details for you:
4. If this ticket is related to a corresponding Jetbuilt project, you can search/select the project from the dropdown list. Projects that are in Completed Stage will appear
in the Project dropdown list.
If you link the Service Case to a project that has a Service Package included, you can select that Service Package here to be used in Service Package Tracking.
If you have been utilizing Asset Tracking for items in that project, you can select the specific asset in the project that needs service.
5. Next, you can select the payment option you'd like to apply to this case. (Your company's Service Payment options can be defined in your Service Settings area.)
If the associated project has a sold service package, or the selected asset has a warranty, that will show here as well:
6. Last, you can fill out the details of the service case, indicate if this ticket is "hot" or urgent, include a short description, and schedule an appointment for an assigned tech:
Once all of this is filled out, just click "Add Service Case".
We hope this helps - let us know if you have any questions!