Service Ticket

1. Click on the New icon to create a new service ticket.

2. Click on the magnifying glass next to the Asset / Product ID field to select the asset being serviced / checked-in.

3. Search by Asset ID to locate the unit to be serviced, and double-click to select the asset.

4. Enter a brief Service Description. This can be the rental / job number that the equipment was returned from.

5. Click on the magnifying glass next to the Comments field to enter additional notes about the service, if necessary.

   1. Click on the Add icon to enter a new comment.

      

   2. Type your comment and tic the Printable box if you want the comment visible on the printed service ticket.

   3. Click on the OK icon  to save the comment.

6. Select the Type for the work order – the options are Preventive, Corrective, and Manufacturer Recall.

7. Click on the Service tab to select the service technician for this ticket.

8. Click on the magnifying glass next to Assigned To. This will surface the employee search screen.

Search for the employee who is servicing the unit and double-click on their name.