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 Service Tickets The Service module is typically used for repair services. Depending on the type of business, the Service module could be the main module used or it can supplement other modules like Rental. Keep in mind, if you don't have the Service Ticket functionality, you need to contact us to purchase the additional module. |
Overview
You can get to Service Tickets in one of two ways from the main menu: POS | Service Tickets or Service | Service Tickets. Similar to other modules in TransActPOS, there are two tabs. The Main tab contains the general information for the ticket. Within it is the ticket number and customer name, the item being serviced, work description, and service performed. Other general information is displayed on this tab, including warranty information, ticket status, and hours spent on the ticket. The Detail tab allows you to enter items to be placed on the service ticket to be invoiced to the customer. This could include parts needed to make the repair/service. These inventory items entered onto a service ticket will be immediately taken out of your inventory, making reorders 100% accurate. Items are entered much like within Ring Sale invoices and the options are similar as well.
A major part of a service department is keeping track of the time spent on any given service ticket. With TransActPOS, it is very easy to start, stop, and track all times on service tickets. To use the Service Clock, a Service Person must be created. To do this, go to Service | Support Files | Service Persons. From here, you can view the list of Service Persons in your system. To add a new one, click the New button and enter an ID (typically the employee's initials) and their name. Once you have done this, click OK.
Now, to utilize the Service Clock, go back to the main menu and navigate to Service | Service Clock. A Find window will appear, allowing you to search for an existing service ticket within the system. Once the correct service ticket has been found and selected, click the Find button to the right of the Ticket # field to locate the service ticket this user will be working on. Once it is found, you can see general information below the ticket number field. To begin clocking service time, click the Start Time button. Once started, the button will change to a Stop button. When the service is complete or you wish to end that specific service clocking, click the Stop Time button. Along the bottom of the Service Clock screen is a Details button. Clicking this button will allow you to view the times spent on this specific service ticket and who clocked that time in. |
Service Notes TransActPOS has the ability to add notes to certain inventory items. If the item is an item that goes through your Service department normally, you can even add a "to do" list of things needed to be done every time that item appears on a service ticket. To do this, you must first locate the inventory item in IC | Inventory File. Once you have located the item, click the Notes tab. From here, click the Edit button at the bottom and enter the "to do" list or service notes within the Notes field. To save the changes, click the Save button (along the bottom of the window). The notes created will appear on any service ticket created within the Work Description box. |
Auto Create Ticket on Rental Return If you have both the Rental module and Service module (purchased separately), you can set up TransActPOS to automatically create a Service Ticket when a rental item is returned. To do this, locate the rental item in the Inventory File and go to the Prices tab. When in edit mode, click the checkbox labeled "Create Service Ticket on Return." Once you click Save, the system will automatically create a ticket when this particular rental item is returned. This coupled with the Service Notes from above can really make your service department fast and efficient! |
If you have any suggestions for future newsletters and/or feedback, please feel free to email me. Your feedback is what helps us grow and assist you as your Point of Sale software provider!Your TransActPOS Team |
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