Service Tickets are designed for quick, one-time visits — think a repair call, a seasonal cleanup, or any single-visit job that doesn't need a full estimate. Here's how to create one and get it scheduled.
Step 1: Create the Service Ticket
Go to Service Tickets in the left menu and click the + button. Select the customer and property, then click Create.
Add at least one task to the ticket and include an estimated time — this is what tells the scheduler how long the visit will take.
Step 2: Make sure it's Sold and Approved
Before a Service Ticket will appear in the scheduler, two things need to be true:
The job must be marked Sold
The task must be Approved
Check both before moving on — if either is missing, the ticket won't show up in the schedule.
Step 3: Schedule it
Go to Scheduling and click Add to Schedule. Find your Service Ticket in the list, then either drag it onto the date you want or click it to open the scheduling window.
In the scheduling window:
Set the date and time
Assign a Crew Lead
Click Schedule Job
The visit will now appear on the schedule.
Heads up — don't confuse tasks with Service Tickets
There's a "Task" option in the scheduler dropdown that lets you add generic internal to-dos. These are not the same as a Service Ticket — they won't be linked to a customer or job, and they won't behave like a scheduled visit. If you're scheduling a customer visit, always use a Service Ticket.
Have questions? Reach out in the chat — we're happy to help.