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Update ticket status

Ticket status shows where the job stands.

Screenshot needed: Service ticket status update area

What this is for

Use status updates to keep office staff and customers aligned on service progress.

Who uses it

Service engineers, office admins, and service coordinators.

Steps

  1. Open Service Tickets or your assigned ticket list.
  2. Open the ticket.
  3. Find the status or job status section.
  4. Select the next correct status.
  5. Add notes if the screen asks for them.
  6. Save the update.

Important notes

Use accurate statuses. Do not mark a ticket closed until the work and report are complete.

Common mistakes

  • Updating the wrong ticket.
  • Moving status forward without notes.
  • Leaving completed field work in an open status.