Help CenterThere's a lot you can do within a ticket. A Ticket page is the hub from which you can:
- Communicate with your customer about the ticket
- View ticket updates and communicate internally
- Manage the ticket
- Track time worked (automated time tracking)
- View a complete log of all ticket activity
Learn more about creating tickets in Atera
1. Click Tickets, from the left-hand panel. A list of all your tickets appears.
Note: If you rest the mouse over a ticket, a hover appears, displaying useful ticket information such as ticket priority and most recent comment.
2. Then click on the specific ticket you wish to open.
The individual Ticket page appears.
Communicate With Your Customer About the Ticket
From within a ticket, you can communicate with your customer about the ticket through either email or chat. You can also create quick reply templates, allowing you to quickly and easily reply to tickets. Learn more
Your customer receives an email notification whenever you update the ticket. They can reply to this email, and their reply will automatically post to the ticket. Additionally, your customer can see all updates posted to the ticket on their customer portal, and reply on the portal as well.
To communicate with your customer via email:
1. Click Tickets, from the left-hand panel. A list of all your tickets appears.
2. Then click the specific ticket you wish to open. The individual Ticket page appears.
3. Type a message in the message box (make sure the drop-down menu above is set to 'Public Reply' (the default).
4. Click the Send Reply button. Your customer will receive your message via email (and will also be able to view your message within their customer portal).
To communicate with your customer via chat:
From the Actions dropdown menu, select Start Chat. Your customer will receive your chat request.
View Ticket Updates and Communicate Internally
You can view internal updates from other technicians, as well as post internal updates your self.
Note: Customers will not be able to view these updates.
To communicate internally:
1. Click Tickets, from the left-hand panel. A list of all your tickets appears.
2. Then click the specific ticket you wish to open. The individual Ticket page appears.
3. Select Internal Note from the drop-down menu, then type a message in the message box.
4. Click on Save Note. Your internal note now appears in the ticket.
Manage Tickets
The menu bar gives you the following options (explained below):
1. Click Tickets, from the left-hand panel. A list of all your tickets appears.
2. Then click the specific ticket you wish to open. The individual Ticket page appears.
1) Technician: Click here to select a new technician to assign to the ticket.
2) Go to Agent: Click here to view the agent assigned to the ticket to begin resolving the issue.
3) Select Contract: Click here to select the contract the ticket is assigned to.
4) Public Reply / Internal Note: Click Public Reply and type a message to your customer in the message box below (it will be received/seen by your customer). Click the drop-down arrow to change the communication type to an Internal Note if you'd like your message to be viewable by other technicians in your company (but not by your customers).
Note: The latest communication/reply is laid out in bubble format. The conversation history displays in the Conversation pane below. You can maximize/minimize the history by clicking the + or - icon.
5) Add Time Entry: Click here to add a time entry.
Fill in the details and click Add.
Note: The duration needs to be manually entered.
6) Actions: Click the drop-down menu to select an action:
A) Merge: Click to merge the current ticket with another ticket.
B) Delete: Click to delete the ticket.
C) Sign Customer: Click to capture a customer signature (only supported for touch screen devices).
D) Start Chat: Click to initiate chat session with the customer.
E) Time entries: Click to view time entries. You can edit entries, add new ones, or delete as needed.
F) Products and Expenses: Click to view the products and expenses and to add new ones.
To add a new item to Products and Expenses (e.g. travel time to client site):
1. Click Actions > Products & Expenses > Add
2. Fill in the product or expense details and click Add.
Activity Status
Activity Status includes Unread, Read, Awaiting Customer Response, and Awaiting Technician Response.
Unread - Refers to a new ticket that hasn't been read yet by either the customer or technician.
Read - A ticket that has been read by either the customer or technician.
Awaiting customer response - The technician has updated the ticket and is awaiting the customer's response.
Awaiting technician response - The customer has replied to the ticket and is awaiting the technician's response.
View a Complete Log of All Ticket Activity
You can also click on 'Ticket Activity' to view all activity since the ticket was opened, including changes to ticket status, priority, impact, type, product family, ticket merge, and title. You can also view chat initiation, comment and note additions, as well as change of contact and technician assignment.
The Ticket Activity page appears.
Contact Details
You can view and link to associated contact details.
Connect Remotely
You can connect remotely to the contact's device.
Contact's Tickets
Now you can see the contact's last 5 opened tickets.
Ticket Properties
You can change the Ticket Status (Learn more), Priority, Impact or Type by making your selection and clicking Update.
Automated time tracking
The automated time tracker is by default set to run when you go into a ticket (this default setting can be changed by going to Admin > Settings, and adjusting the Tickets setting).
To view the automated time tracker:
1. Click Tickets, from the left-hand panel. A list of all your tickets appears.
2. Then click the ticket name to open. The individual Ticket page appears.
The top bar shows the tracked time working on this ticket. If you do not close this bar via the x button then it remains on the top of the screen, even after you change to another screen. It gives you the option to start and stop time, return to the ticket and add manual time entries.
Ilana Wolf