Articles
Create a Service Ticket and Appointment from SedonaSchedule
Creating a New Service Ticket and Scheduling a Technician Appointment in one process, may be initiated when working in SedonaSchedule. Follow the instructions below. From the Calendar Options Ribbon Group click on the Wrench icon. From the Sche...
Create a Service Ticket from SedonaSchedule
Service Tickets may be initiated when working in SedonaSchedule. Follow the instructions below. Above the main ribbon, click on the green plus sign. The Customer Search form will be displayed; locate the customer/site/system record for the n...
Create a Service Ticket from the Customer Explorer
Service Tickets may be initiated when working with a Customer Explorer record. Follow the instructions below. With a Customer Explorer record open, expand the Customer Tree of the System for which you are creating a Ticket. Click on the tree opti...
Create a Service Ticket Overview and Topics
Service Tickets are created one at a time as needed to perform service for your customers. There are multiple ways to begin a Service Ticket; it all depends on where you are working in the application or what your personal preference is for the pla...
Create a Vendor Service Ticket
A Vendor Ticket is used when a service call will be performed by a Service Provider (subcontractor) on behalf of your company. What distinguishes a regular Service Ticket from a Vendor Ticket is the Service Company selected on the Service Ticket fo...
Ticket Form and Field Definitions
Ticket Header The left side of the Ticket Header displays the Customer Number and Name along with the Site Name and address. In the center of the Header, the Ticket Creation date/time, the Created By (User name creating the Ticket), and the ...