Basic ticket workflow

  1. Create a Ticket
  2. OPTIONAL: Schedule the ticket. If you need to make an appointment with your customer or with a vendor to resolve the issue, either on the phone or on-site, reserve a time slot on the Dispatch Calendar. Refer to Creating and managing service calls from a task or ticket.
  3. Work on the ticket. For a description of the Ticket page, refer to The Ticket page.
  4. Complete the ticket. Refer to Completing tickets.
  5. Bill the customer. Refer to Invoicing.

Tools that automate or enhance ticket workflows