The work flow for Tickets that should be handled on site is usually as follows:
| 1. | Set the Ticket to show in the Dispatcher (Set in New Ticket window / Mouse click on the Tickets list). |
| 2. | Open the Dispatcher window (by default, all tickets to be dispatched will be listed there). |
| 3. | Drag-and-drop the ticket to the right date/time/employee. |
| 4. | An appointment window is opened with all the Ticket and Account information. |
The ticket has now been dispatched. The ticket’s status will be automatically modified to 'Scheduled' and it will no longer be displayed on the Dispatcher.
Tip: In the Appointment window, you can click on the Arrow button near the Account to add the address/phone number to the Appointment description. To make this easier, you can also set Commit to automatically include Account information in the Appointment description by going to the Options window > Calendar page.
Note: The appointment will also be visible on the Ticket Pending page.
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