Ticket creation from assets
Would like to see the ability to create a ticket directly from customers assets. This way it would cut down on the time spent filling out a ticket for a device or asset we already have all the info for.
Just shipped a new update to this! There’s now a New Ticket button on the Asset Detail page :)
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john commented
I agree with the feedback from Anonymous below. If a PC comes in with an Asset sticker on it, it would be nice to be able to:
1. Scan the asset in the 'Search all the things' field and have the asset come up.
2. Click a green button that says "New Ticket for Asset"
3. Customer and asset selection is pre-filled, and the ticket entry notes screen comes up. -
borkedpc commented
This would be a handy feature for when a machine we've worked on in the past comes in to the shop or when a lead comes in from our monitoring software.
When we pull up the asset to view it's stats, past history, whether it's under Service Contract or whatever, instead of having to click on the client name from the asset screen, then create a ticket from there & remember which asset we needed to add in the first place it would be MUCH quicker to click an New Ticket button from the asset and have the correct asset added to the ticket automatically. -
Anonymous commented
On further testing I think what the OP is saying is if a customer brings in a machine that has an asset label sticker on it you can't scan that and create a ticket from there, you have to create a new ticket then select the customer then select the asset.
Would be much better if you could create a ticket from the asset label, once scanned in, and that automatically starts a new ticket with the customer already selected and that asset assigned to the ticket. -
Chris commented
I tried to create a new ticket and selected an asset but it doesn't fill in anything on the ticket itself, you still have to fill in everything as normal on the ticket. Shouldn't certain fields be filled in automatically when you select an asset?
EG: If the asset I select is a desktop then the Problem Type drop down on the ticket should change to Desktop automatically.