Create a service ticket

Service tickets record installation, repair, maintenance, and customer support work.

Screenshot needed: Service Tickets list page with create action

Screenshot needed: Create Service Ticket page

What this is for

Use a ticket when a customer needs service work or when your team needs to track an issue to closure.

Who uses it

Office admins, service coordinators, and users with service ticket creation permission.

Steps

1. Open Service Tickets.
2. Click Create Ticket or New ticket.
3. Select the customer and equipment.
4. Enter the ticket title, issue type, priority, contact person, and contact phone.
5. Select an engineer if assignment is available.
6. Click Save Ticket.

Important notes

Closed or cancelled tickets may not be editable. Create a new ticket if a separate service visit is needed later.

Common mistakes

• Creating a ticket without selecting equipment when equipment is known.
• Using a vague title like "problem".
• Selecting the wrong customer contact.