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
You can create a Service Ticket from either the web app or the mobile app. Pick whichever fits where you are — the end result is the same.
Desktop / web app
Go to Service Tickets in the left menu and click the + button. Select the customer and property, then click Create.
Mobile app
Open the customer's record in the mobile app. Tap the three-dot menu (⋮) in the upper right and tap Create a Service Ticket. Pick the property if you're prompted, then continue.
(There's no + New menu on the mobile app for Service Tickets — the path is the customer record + three-dot menu, not a global new-item button.)
Service Tickets live in their own Service Tickets list — they aren't mixed in with your Projects.
After you've created the ticket (either path)
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. This is where every unscheduled visit lives. To find your Service Ticket quickly, filter the list to Service Tickets (or just search for it by name). 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 (desktop and mobile), with the crew lead assigned.
Why is my Service Ticket gray with no one assigned?
A Service Ticket that looks gray with nobody on it simply hasn't been scheduled with a Crew Lead yet. Creating the ticket (and even marking it Sold and Approved) doesn't put a crew on it — that only happens when you schedule it.
To get a crew on it, go to Scheduling → Add to Schedule, filter to Service Tickets (or search for it), set the date and time, assign a Crew Lead, and click Schedule Job. Once it's scheduled with a crew lead, it will show with that person's calendar color and appear on the mobile schedule too.
Not seeing it in the Add to Schedule list at all? Double-check Step 2 — it has to be Sold and the task Approved before it shows up there.
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.