Creating a Ticket

Tickets capture a new customer contact. Create one as soon as a prospect calls, emails, or is added to your follow-up list.

How to Create a Ticket

1. Click + New Ticket in the top navigation bar (available from every page).
2. Select or create the customer:
   • Click Search Existing to find a customer already in the system — type a property name, contact name, email, or phone number.
   • Click + New Customer if this is a brand new customer — a form will appear to enter their details.
3. Contact Date — defaults to today. Change it if the initial contact was on a different day.
4. Scope of Work — describe what the customer needs (e.g. "Full resurface, crack fill, restripe — approx 18,000 sq ft").
5. Assign To — select the staff member responsible for following up.
6. Click Create Ticket.

The ticket is created with status Submit Bid (red) and appears at the top of the Sales Pipeline.

Next Steps After Creating

• Open the ticket and add a Note with details from your conversation and a follow-up due date.
• When you've submitted the bid, update the ticket status to Follow Up using the Edit button.