Jobs & Tickets
Create tickets, schedule jobs, and complete work orders
15 articles in this category
Assigning Tickets
Assign tickets and jobs to team members or subcontractors, plus add additional crew members
Assigning Tickets to Subcontractors
Assign tickets to subcontractors on your roster so they can schedule and complete work, plus delegate to their own crew members
Change Orders
Create, sign, and manage change orders for additional work on jobs
Completing a Job
Mark jobs complete and document your work, or complete individual tasks without finishing the entire job
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
Pending Tickets Section
View and schedule work that contractors have dispatched to you as a subcontractor
Preventive Maintenance Schedules
Automate recurring maintenance with PM schedules that create tickets automatically
Scheduling Tickets as a Subcontractor
Accept and schedule work that general contractors have dispatched to you
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 anchored to your company timezone
Signatures and Review Requests
Get customer signatures on jobs, invoices, and estimates, and request reviews after completion
Ticket Schedule Queue
Schedule multiple tickets one after another without returning to the list
Understanding Ticket Statuses
Learn what each ticket status means and how to use them