Customer Service — Manage Tickets

📑 Fields to manage ticket

  1. Internal Identifier
    • Auto-generated unique ticket ID that cannot be modified.
    • Used for tracking and referencing the ticket in the system.
  2. Subject
    • A concise title describing the core issue or request.
    • Helps in quick identification of the ticket.
  3. Client
    • Displays the name of the client or company who raised the issue.
    • Links the ticket to the relevant customer record.
  4. Assigned To
    • Select the person responsible for resolving the ticket.
    • Ensures accountability and proper task delegation.
  5. Location
    • Indicates the branch or site where the issue is reported.
    • Useful for assigning local staff and logistics planning.
  6. Order
    • (Optional) Links the ticket to a specific client order if applicable.
    • Helps in associating the ticket with ongoing contracts or service delivery.
  7. Category
    • Defines the nature of the issue. (Eg: Aircon, IT).
    • Used for reporting and prioritizing similar types of issues.
  8. Priority
    • Determines the urgency of the issue.
    • Levels: High / Medium / Low.
    • Guides the team to address critical tickets first.
  9. Status
    • Indicates the current stage of the ticket.
    • Common stages: New, In Progress, Done.
  10. Description
    • Detailed explanation of the issue, providing context for the assigned staff.
    • Should include any troubleshooting steps already attempted.
  11. Files
    • Allows attachments (e.g., images, PDFs, reports) for evidence or further context.
  12. Comments
    • Enables collaboration by letting staff add progress updates or notes.
    • Useful for internal communication and maintaining ticket history.