Welcome to Ticket Workflows! This new feature allows you to create and save multiple different workflows to create tickets, customers, and more all on a single page.Here is what it does:
- Allows the creation of a customer and a ticket all on one page.
- Create multiple different flows depending on how you prefer to run your business.
- Allows the creation of a customer, contact, ticket, asset, ticket worksheet, appointment, and invoice all in one single page while also attaching them all together.
- Create a default flow for you to use whenever and wherever you create a ticket that requires you to attach a customer like on the tickets list (planned to be usable on tickets created from the customer/estimate pages in a future update!).
- Set default values for fields, so you never have to type the same ticket subject over and over again.
Here is what it does not do:
- Make coffee for you in the morning.
To help display the power of ticket workflows, check out this example initial check in flow in action where I create a ticket and customer all at once! I even have an intake form created and ready to be signed if I want to intake the customer.
Getting Started with your own Workflows
First, you will want to build your first ticket workflow. You can begin by heading to “Admin” > “Workflows” under the “TICKETS” section.
Here you can edit your currently existing workflows, create a new workflow, or run a specific workflow. You will not have any workflows to begin with, so let's click "+ New Workflow" to create your very first Ticket Workflow.
Once you click the "+ New Workflow" button, you will be taken to a new page where you can begin creating your first Ticket Workflow. We will add a customer and a ticket section to get you started, but you can always configure more or less sections as you see fit.
To begin, I would add a Ticket Workflow name and any sections you would like to have in your Workflow. Any values you enter into the default values will be automatically populated with those values when you run the workflow, so you will not have to manually change settings every time you run the same workflow. You can also move sections up and down, edit each fields' visibiltiy, and much more:
Once you are done configuring your ticket workflow as you see fit, click save to try out the workflow!
Running a Workflow
Now that you have created your Workflow, let's try it out! You can run a Workflow by selecting "Run Workflow" when viewing the Workflow, or on the Ticket Workflows screen. Also, now that you have Ticket Workflow created, your default will be used whenever you try to create a ticket anywhere in RepairShopr! For example, if you head to "Admin" > "Tickets" and create a new ticket, your default workflow will be loaded up and ready to take for a spin.
Furthermore, here are some additional options when running a workflow:
If you head back to "Admin" > "Workflows", you can edit which ticket workflow will run by default when creating a new ticket, delete existing workflows, and much more!
There is a Security setting that allows you the ability to allow a tech's access to manage the content of the Workflow in the Security Groups section of Admin.
- You MUST have a customer and a ticket section in your workflow. Otherwise, you will not be able to create a ticket!
- Account wide settings apply to ticket workflows. So if an email address is required to create a customer, it will also be required here. This also includes requirements on custom fields.
I know this covers a lot, so feel free to reach out to firstname.lastname@example.org for any questions you may have on this new feature!