FAQs

FAQs

How Can I Update a Device in the New Ticket UI?

In the new ticket UI, there was no option to update an added device if you mistakenly selected the wrong one while booking a repair job.

1

To update the device, click the edit icon next to the device name in the ticket details section.

Edit device in ticket UI
2

This will open the device selection drawer with the currently selected device pre-selected. Select a new device and choose the required service(s) from the service drawer. Once done, click the Save button to finalize the changes.

You can update the device only if the ticket is open and there are no invoices or estimates linked to it.


Can I Add Miscellaneous Items in the New Ticket UI?
1

Yes, you can add miscellaneous (misc) items in the new ticket UI through the advanced search popup. Here’s how:

2

Open the Advanced Search popup and select the Miscellaneous option from the dropdown, alongside Products, Trade-ins, and Parts.

Select Miscellaneous Option in Advanced Search
3

The system will display a list of all available misc items.

4

To add a misc item to the ticket, click the Cart icon next to the item.

5

The misc item will be added to the billing section of the ticket.

6

You can view and manage the added misc items in the billing section just like other inventory items.


Can I Add a New Inventory Item in the New Ticket UI?
1

Yes, you can add a new inventory item using the new ticket UI through the advanced search popup. Here’s how:

2

Open the Advanced Search popup.

3

Click on the Add New option.

4

You will see options for Item and Special Order

5

Select Item to open the Inventory item drawer.

6

Fill in all the relevant details for the new item and click on the save button.

7

After clicking the Save button in the drawer, the newly added inventory item will be added to the inventory and will also appear in the inventory section.


Can I update inventory stock levels directly from the new ticket UI?
1

Yes, you can now update inventory stock levels directly from the new ticket UI using the advanced search popup. This feature allows you to quickly adjust stock without leaving the ticket details page. Here’s how:

2

In the advanced search popup, locate the item for which you want to update the stock.

3

Click on the three dots menu next to the item and select the Update Stock option.

4

Alternatively, you can click on the stock quantity displayed in the stock column to open the stock adjustment popup.

5

If you try to add an out-of-stock item by clicking the cart icon, an alert will prompt you to update the stock:
Click Yes, Update Stock to open the adjustment popup and update stock levels.
Click Cancel to close the popup and return to the advanced search.

6

Once stock levels are updated, the item will be available for selection in the advanced search popup.


Can I update the quantity of a part attached to a ticket?
1

Yes! You can easily increase the quantity of a part added to a ticket. Simply click on the quantity field in the part drawer to make it editable, enter the desired quantity, and press Enter or click outside the field. The quantity will be updated instantly.

Update Part Quantity in Ticket UI
2

However, please note that you cannot add quantity more than the available stock.


Can I edit a diagnostic note directly from the main ticket section?
1

Yes! When you hover over a diagnostic note in the main ticket section, an edit icon will appear.

Edit Diagnostic Note Icon
2

Click on the edit icon to open the note in an editable text area, where you can update the note directly. Once edited, the changes will be saved immediately.


How can I add an additional note to a ticket if I missed it while creating the ticket?
1

If you didn’t add an additional note while creating the ticket, you can still add it later. An additional note section will appear below the diagnostic notes section along the plus (+) icon.

Add Additional Note with Plus Icon
2

Click on the plus icon, and a text area will appear where you can enter your note. Once added, click on the save button to save it.


How can I edit an additional note in a ticket?
1

To edit an additional note in a ticket, hover over the note, and an edit icon will appear.

Edit Additional Note Icon
2

Click on the edit icon to open the note in an editable text area. Make your changes, and click on the save button to save your changes.


Can I set a custom ticket status when an estimate is approved or declined?
Yes! you can now define custom ticket statuses for both estimate approval and rejection by configuring them in the Module Configuration of Estimates.
This gives you full control over your workflow, keeps ticket progress clear, and reduces the need for manual status updates. It helps ensure your ticket flow accurately reflects the outcome of each estimate decision.
Can I bulk update ticket statuses, even if a ticket has multiple repair items?
Yes! you can now bulk update ticket statuses even for tickets with multiple repair line items. Also, bulk actions are now available even if you select just one ticket, giving you more flexibility and saving time during ticket management.

Can I see warranty information on tickets and Excel exports?
Yes! you can now see warranty details on the ticket details page through the Warranty Information card. It shows the start date, end date, and remaining days of the warranty.
This information also appears in Excel exports of tickets and invoices, so you don’t have to calculate it manually. The warranty details become visible once the ticket status is set to Repaired and Collected.

Can I move the left-side cards on the Ticket Details page?
Yes! you can now drag and drop the left-side cards on the ticket details page to change their order. This helps you keep the most important cards at the top and move the less-used ones to the bottom, making your workflow easier and more organized.

Can I restrict employees from making changes once a ticket is closed?
Yes! you can enable the setting Restrict employees from making changes after the ticket is closed (Settings > Module Configuration > Tickets) to lock the ticket.
Once this setting is enabled, employees won’t be able to edit any part of the closed ticket, except for the history section, which stays editable. This helps prevent unauthorized changes and keeps your records secure.
How can I charge my customer a different service price without re-entering all asset details?

We've added a ‘Clone’ option in POS and New Ticket UI to help with this. If you're offering multiple services for the same device but with different prices, you can now quickly duplicate the asset info into a new line item. This way, you won’t have to enter the same details again—just clone the asset and select the new service with its price. It’s fast, easy, and helps avoid mistakes.

New Ticket UI

New Ticket UI - Clone Option

POS

POS - Clone Option