Purpose
The Work Tickets module allows users to organize and track Work Tickets for various stages of completion. Key features include:
- Tracking Work Ticket stages
- Scheduling crews
- Tracking time punches
- Creating items to be completed
- Generating eForms
Work Tickets Module List View
The Work Tickets module list view displays all active Work Ticket records and provides tools for managing and filtering Work Tickets.
Button Bar / Progress Bar
Located at the top of the page, this multi-colored bar provides quick filtering options:
| Button Label | Description |
|---|---|
| Unassigned | Display Work Tickets count without assigned users. Select to view. |
| Unscheduled | Display Work Tickets counts without associated schedules. Select to view. |
| Incomplete | Display Work Tickets counts not yet marked as complete. Select to view. |
| Reviewed | Display Work Tickets counts marked as reviewed. Select to view. |
| Complete | Display Work Tickets counts marked as complete. Select to view. |
Search & Filter Options
- Quick Search: Search by contact, company name, Job/Contract/Facility/Division, or keywords
- Blue Quick Filter Options: Filter by Clear, All, or Incomplete
- Gray Quick Filter Options: Sort by clicking on column headers (ID, Type, Assigned, Job/Contract, Address, Stage, Due)
Dynamic Grid
Use the Dynamic Grid to modify the columns within the Work Ticket module. Allows additional sorting capabilities and reordering of records.
Additional Features (List View)
- “+” icon: Create a new Work Ticket, not associated with any record in TRUE.
- ↻ icon: Update the list of data with any newly created Work Ticket records.
-
"⚙️" Icon
- Show Archive: Display archived Work Tickets.
- Kanban Board: Display active work tickets in a Kanban Board view.
Selected Work Ticket
Overview Mode
The main data hub for individual Work Tickets.
Button Bar / Progress Bar
Manage Work Ticket status and actions with clickable buttons:
| Button Label | Description | Access Required (If Any) |
|---|---|---|
| Unassigned/Assigned | Assign users to manage the Work Ticket | N/A |
| Unscheduled/Scheduled | View and create new schedules for a Work Ticket | N/A |
| View Time | Navigate to the Time Card Module to view punches. | |
| Notify Client | Send an Email or Text to the associated Contacts through the Work Ticket. | N/A for Email, “Messaging” Add-On for Text Messages |
| Review | Mark the Work Ticket as reviewed (requires appropriate access permission) | N/A |
| Complete | Mark the Work Ticket as completed | N/A |
Additional Fields/Buttons (Selected Work Ticket)
- Stage: Update the current stage. Customizable in the “Categories” module.
- Type: Update the Work Ticket “Type”. Filterable in the “Work Tickets” module. Modify Types in the “Categories” module.
- Work Ticket Contact Details: View and edit related contact information on the left hand side.
- Due Date: Set or modify the due date.
- Actual Hours: View total accumulated work hours, tracked via time punches.
- Estimated Hours: Enter estimated hours for completion for this work.
- Description / Scope / Instructions: Enter project details, or additional instructions to provide to any assigned crews or users working the Work Ticket.
- eForms: Generate and view associated eForms.
- Attributes: Add custom data fields. Allows for additional filtering and sorting capabilities.
- Files / Emails / Notes: Store related documents and communications.
- Activity Log: Track Work Ticket history and updates.
-
Options:
- Edit: Modify Work Ticket information
- Add Favorite: Save this record as a "Favorite"
- Duplicate: Create a copy of this record
- Generate/Print QR Code: Create a label with a QR code for the Work Ticket
- Delete: Permanently delete this record
Items Mode
Manage line items for the Work Ticket:
- #: View and modify item order
- Description: Enter item details
- Complete: Mark items as completed
-
"≡" Icon: Access additional options
- View Inventory: View the related inventory record for this line item. Only viewable if create from an existing Inventory item.
- Inventory Label: Creates a label for the linked Inventory record.
- Material Label: Creates a label for the linked Materials record. Only visible if line item is created from the Materials module.
- Report Problem: Mark a “problem” with the line item.
- Delete: Permanently delete the line item.
Time Card Mode
Track and log labor hours for a Work Ticket:
- Personnel: Select the employee for the time entry
- Date: Set the date for the time entry
- Start: Set the start time
- Finish: Set the finish time
- Duration: Automatically calculated based on start and finish times
- Activity: Select the payroll activity for the time entry
- Notes: Add notes to the time entry
-
"≡" Icon: Access additional options
- Duplicate: Create a copy of the punch.
- Delete: Permanently delete this punch.
Common Workflow Questions
- How do I create a new Work Ticket?
- How do I schedule a crew for a Work Ticket?
- Can I be alerted when a Work Ticket is completed?
- How do I track time for a Work Ticket?
- Can I convert a Work Ticket to an Invoice?