Dispatcher is designed to walk through each step of Account, Job, and Ticket creation when adding a new Account. The final step of creating a new Job prompts you to create a new Ticket. Pick up from the final step for a new Job or create a Job for an already existing Job by following the steps in this article.
Create a Ticket for an Existing Account
Click Jobs
Search for the Job
Click Job ID or Address or Details
Click Create New Ticket
Create a Ticket for a New Job
Under the appropriate Account, click Add Job.
Fill out the appropriate details
Ticket Type: type of action to take
Asset Type: type of bin or dumpster to take to Job Site
Billing Status (optional): select Invoiced, Paid, or Not Billable if applicable
Ticket Date: date of service
Comment (optional): use for placement details or messages for drivers/enter any instructions that are important for the driver to note ie. please call en route or place in front of the left garage door
Billing Notes (optional): used to track quoted prices or any other billing information. Drivers do not see billing notes on the mobile app
Click Create Ticket or
Create Ticket & Add Fees to move to next step