Status

The Status tab displays how the ticket is marked. Listed below are the ticket status' that can be used.

  • Schedule is used when the job needs to be put on the schedule.

  • New is used when a ticket is first created.

  • Estimate is used when you are providing a quote to a customer.

  • Approved is used when the customer has approved the quote.

  • Delivery is used when the ticket is waiting on parts.

  • Started is used when the the job is started but not finished.

  • HoldPart is used when the shop is waiting on a part to be delivered or given by the customer.

  • Hold Job is used when the job is put on hold for some reason.

  • Finished is used when the job is finished but not paid.

  • Charged is used when the customer has been billed. Charged tickets goes over to QuickBooks (if you have this feature) and the payments are applied there.

  • NoCharge is used when the customer is not paying for the service.

  • Counter is used for service managers only. The ticket is "paid" in the system but no money has been taken yet.

  • Warranty is used when the job is covered by a warranty.

  • Internal is used when the job was for an employee or owner.

  • FileOnly is used to place the ticket in history in case the customer comes back and wants the work done.