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.

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.

Go to Service Tickets in the left menu and click the + button. Select the customer and property, then click Create.

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.)

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.

Before a Service Ticket will appear in the scheduler, two things need to be true:

Check both before moving on — if either is missing, the ticket won't show up in the schedule.

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:

The visit will now appear on the schedule.

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.