Managing Tickets

Overview

The ticket list shows all your work requests in one place. Filter by status, search for specific tickets, filter by assignment status (assigned to sub, unassigned, or all), and take action directly from the list. The new Assigned column shows which subcontractor is handling each ticket, making it easy to track who's responsible for what work.

Accessing Your Tickets

1. Click "Operations" in the sidebar
2. Select "Tickets" from the flyout menu
3. View your tickets list with filters and search

Ticket Columns

Ticket ID

The unique ticket number (e.g., TKT-1234) that identifies this work request.

Created On

When the ticket was first created in the system.

Due Date

The deadline for completing this work, if one was set.

Customer

The customer name - either the company name for business customers or the homeowner's name.

Assigned

Shows who's responsible for the ticket:

• Company name - If the subcontractor has a company, it displays the company name
• User name - Falls back to the subcontractor's user name if no company is set
• Empty - No subcontractor assigned yet

Filters

Status Filter

Filter tickets by their current status:

• All - Show tickets in any status
• Open - New tickets waiting to be scheduled
• In Progress - Work actively being performed
• Completed - Finished work
• Cancelled - Cancelled tickets

Assignment Filter

Filter tickets by subcontractor assignment:

• All - Show all tickets regardless of assignment
• Assigned to sub - Only tickets assigned to a subcontractor
• Unassigned - Only tickets with no subcontractor assigned

Search

Use the search box to find tickets by:

• Ticket number
• Customer name
• Property address
• Description text

Taking Action

Click any ticket row to open the detail view where you can:

• Assign or reassign to a subcontractor
• Schedule the work as a job
• Update the status
• Add notes or photos
• Create an invoice

Tips

• Use the Assigned column to quickly see which subs are handling which tickets
• Filter by "Unassigned" to find tickets that still need assignment
• Combine filters - Search for a customer name while filtering by "Assigned to sub" to see all their assigned work