Before You Leave the Office

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Before you leave the office to go on-site, you may wish to:

1.Print out the Ticket details.
2.View the Account address on a map.

 

Print Technician Service Forms

Before leaving on an on-site appointment, you can print a hard-copy of the Ticket details, including the Account details (address, phone number, etc.) and the Ticket description and history. You may use one of the pre-defined Technician Service Forms or customize your own form.

 

You can create a Service Form for each Ticket from the Ticket window, using the Print icon. You can view the form before printing a hard-copy by clicking the Print Preview icon.

 
1. Click the arrow near the icon to open the available Service Forms list.

2. Click the Icon itself to print out the default report. You can view which is the default report by opening the list with the arrow - the first report in the list, which appears in bold is the default for printing (you can set a different default for Tickets in Tools > Options > Tickets > Default Detailed Report).

 

tutorial_ticket_print_icon_details

 

View the Account address using the Online Services

You may wish to find the address of the Account you will be visiting before you set out. You can define your own Online Service which will open map sites (e.g. Google Maps, Yahoo! Maps etc.), and the map will automatically open to address of the Account or Contact stored in Commit.

 

To activate the Online Service from within the Ticket, you can right click on the Account Name field to open a pop up menu, and select the Online Services menu option.

 

tutorial_ticket_right_click_account

You can learn more about how to activate the Commit Online Service on our Frequently Asked Questions in our Web Site.