Jobs & Tickets
Create tickets, schedule jobs, and complete work orders
10 articles in this category
Assigning Tickets
Assign tickets and jobs to team members or subcontractors
Change Orders
Create, sign, and manage change orders for additional work on jobs
Completing a Job
Mark jobs complete and document your work
Creating a Ticket
Create a new work ticket for tracking service requests
Working with Data Tables
Use table views to browse, search, filter, and manage lists of tickets, jobs, invoices, and customers
Job Reports
Document completed work with detailed reports and photos
Schedule Views: Map and Calendar
Visualize your scheduled work on a map or calendar
Scheduling a Job
Schedule jobs with dates, times, and team assignments
Signatures and Review Requests
Get customer signatures on jobs, invoices, and estimates, and request reviews after completion
Understanding Ticket Statuses
Learn what each ticket status means and how to use them