Page Contents:

New Ticket Wizard

The New Ticket Wizard is a quick way to create tickets. After selecting the New Ticket Wizard button on the Home tab, you will be guided through the following steps:

1. Perform a customer search to see if the customer is an existing customer.

   • If yes, you can then select customer from search results and vehicle information is populated automatically.

   • If no, you can create a new customer and enter vehicle information.

2. View vehicle service recommendations.

   • You can add services from the recommendation list. This will then end the wizard. An attempt to match parts to services selected is made. If no match is found, the part will have to be added manually by double-clicking on the service listed in the ticket window.

   • You can choose not to make a service selection at this point. Selecting the Next button takes you to the service selection screen which will list all services and not just the vehicle service recommendation list.

3. If no service selected in previous step, the service selection screen will open. Select vehicle services. You will be prompted to choose parts if the service requires it. The wizard will then close.

Step 1: Adding Customer to Ticket

A. New Customer

B. Return Customer

Step 2. Vehicle Recommendation

Step 3: Service Selection