Jetbuilt

Service Module Preview

Overview of the Basic Settings to Set Up your Service Module

Defining Service Module Settings

How to select which automated emails to send to clients for Service cases

Service Case Notification Emails for Clients

How to create a new service ticket using the Service Module

Creating Service Cases

Allow your clients to create service case requests using a Project and Asset item QR codes

Generate QR Codes to Allow Client Service Case Requests

Here's what your client will see, and what info you will receive, when your client scans a QR code.

When Your Client Scans a Service QR Code

How to Close a Service Case

How to manage notifications for newly opened and closed Service Cases

Service Case Notification Emails for Jetbuilt Users

How to use Service Cases to track time and expenses against Service Packages that have been sold in projects.

Service Package Expense Tracking

How to manually create, edit, and view time entries for Service Cases on the desktop

Creating and Editing Time Tracking Sessions for Service Cases

Service Invoice

How to utilize the Jetbot Service Desk for troubleshooting installed items

Jetbot Service Desk

Generate and add a code snippet to your website so your customers can submit Service cases from your website to Jetbuilt

Service Case Website Form

Support

How to use Service to manage service calls. Can't find an answer? Click the chat in the bottom right.

Service

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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