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  1. Service Autopilot
  2. CRM
  3. Tickets

Tickets

Information about Tickets

  • 📄 User Guide: Tickets
  • V3 Tickets List – Overview
  • V3 Tickets List Screen - Filters
  • Add A Ticket
  • Add a New Account when Adding a New Ticket
  • Review Ticket Overlay
  • Edit Ticket Overlay
  • Send an Email from a Ticket
  • Add a Note or Call to an Existing Ticket
  • Change the Status of a Ticket
  • Add a Calendar Event to a Ticket
  • Add an Estimate to a Ticket
  • Schedule a Job from a Ticket
  • Add a Calendar Event from the Quick Add Menu

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