Service Management Flow

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The basic flow includes the following steps (click each step to learn more about it):
 

                                                       

Open the Account Window

Find an existing Account or create a new one

 
New ticket:

A Customer creates a Ticket via the Web Interface

or

A Technician creates a Ticket via the Application or the Web Interface

 

Dispatch (optional):
If the Ticket requires an Appointment (i.e. an on-site visit),

Dispatch the Ticket to the correct technician

 

Resolve:
Add Charges describing the work done and Resolve the Ticket

 

Bill the customer:

If the Charge is Billable create Charges reports or Invoices