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

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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