Find the tool for the job.
Understand the ticket core and choose optional capabilities for your workflow.
Start with tickets
The ticket workspace brings requests, statuses, urgency and ownership together. Use it to capture work, decide the next action and track resolution.
See and plan the work
Board Views Pack provides alternative perspectives on your tickets. Work Planner Pro supports scheduling work when you need to make room for visits or appointments. These are optional add-ons, rather than requirements for creating a ticket.
Keep equipment context close
Asset Management connects equipment records with the support work around them. Start with a small set of useful fields and link related work so the next person has the context.
Bring requests in
Public Portal and Inbound Email to Ticket provide additional ways to receive requests. Activate and configure the capability you need, then test it with a non-sensitive request before sharing it with customers.
Check availability before you activate
The add-on catalogue is the source for current availability. Prices, requirements and billing intervals are shown on the relevant add-on and in your workspace. Choose one useful improvement first.