Creating a Ticket

Overview

Tickets are the starting point for work in BlueClerk. When a customer calls with a request, needs an estimate, or reports an issue, you create a ticket. Tickets track the work from initial request through completion, keeping all the details organized in one place.

What's a Ticket vs. a Job?

• Ticket: The work request or scope - "Fix the leaky faucet in the master bathroom"
• Job: A scheduled visit to perform the work - "Tuesday at 10am, John is fixing the faucet"

A single ticket can have multiple jobs (follow-up visits, parts ordering, etc.).

Step-by-Step Instructions

Creating a Ticket

Using the Header Quick-Create

1. Click the blue "New +" button in the header (next to the help and notification icons)
2. Select "Ticket" from the dropdown menu
3. Fill in the ticket form (see details below)

From the Tickets Page

1. Go to Tickets in the main navigation
2. Click "New Ticket" or the + button
3. Fill in the ticket form

Required Information

Customer

• Search for an existing customer by name or email
• If they don't exist, you can create them on the spot
• Select the customer from the search results

Property

• Choose from the customer's properties
• If it's a new location, add it during ticket creation
• Address is required

Work Description

• What needs to be done?
• Include specific details: location in the property, symptoms, customer requests
• Add photos if helpful

Optional Details

Priority

• Normal, High, or Urgent
• Helps you triage work

Category/Trade

• What type of work is it? (Plumbing, HVAC, Electrical, etc.)
• Used for reporting and filtering

Assigned To

• Assign to a team member or subcontractor
• Can be assigned later

Notes

• Internal notes not visible to customers
• Use for special instructions, access codes, etc.

After Creating

Once created, you can:

• Schedule a job for the ticket
• Add more details or photos
• Update status as work progresses
• Create an estimate if needed
• Convert to invoice when complete

Quick-Create Shortcuts

The header "New +" button provides quick access to create:

• Ticket - New service request
• Job - Scheduled work
• Invoice - Bill for completed work
• Estimate - Quote for proposed work

This dropdown is always available in the header for fast record creation from anywhere in the app.

Tips

• Be specific in descriptions - Future you will thank you
• Add photos early - Document the issue before work starts
• Use consistent naming - Makes searching easier later
• Tag the right trade - Helps with reporting and team assignment

Questions

Q: Can I create a ticket without a customer? A: No, every ticket needs a customer. But you can create the customer during ticket creation - just enter their name and email.

Q: What if I don't know the exact work needed yet? A: That's fine. Create the ticket with what you know, then update it after you assess the situation on-site.

Q: Can I create multiple jobs from one ticket? A: Yes! If the work requires multiple visits (assessment, parts ordering, installation), schedule separate jobs all linked to the same ticket.

Q: Should I create a ticket or go straight to a job? A: Always create the ticket first. It's the record of what needs to be done. The job is when you actually do it.