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Introduction
Welcome to this guide. We'll explain how to use the "Tickets" tab in the dashboard, including a definition of "Ticket". Our aim is to ensure a smooth experience for you and your tenants. This guide will help both new and seasoned users navigate the "Tickets" feature confidently.
Before getting started
Here are some frequently asked questions and their answers to ensure a smooth and efficient process.
What is a Ticket in Truckbays?
A ticket is a fee that can be issued to any customer who violates one of the predetermined rules in your lot.
What happens if the customer refuses to comply?
If the Ticket is not resolved by the due date the customer will be charged automatically to their payment method on file.
What does “Resolving” a Ticket do?
When a ticket is marked as "Resolved," it means that the person is no longer in violation and will not be charged for the amount. It's important to note that a customer will not be removed from the "Tickets" tab; the ticket status will simply change to "Resolved".
What are the different types of status that a Ticket can have?
The status of a ticket can be "Resolved", indicating the issue is no longer applicable, "Pending", which means the customer is in violation and will be charged if the issue is not resolved by the due date, or "Unsuccessful", indicating the issue was not resolved by the due date and the tenant was charged.
How will the customer know I have assigned him a Ticket?
The customer will receive notifications via SMS, Email, and Push Notifications indicating that a ticket has been assigned to them. They will be able to view the details you provided on the ticket and can contact you to resolve the issue.
Note: Assigning a ticket to the customer will not automatically remove gate access or mark their bay as a violation. These actions must be performed manually.
Step-By-Step
What is a Ticket?
This guide will walk you through the process of handling tickets in the Truckbays application. From creating a new ticket to resolving issues, these instructions will help you navigate the ticket management system efficiently.
1. Click "Tickets" from the main dashboard to access the "Tickets" tab.
Access the Tickets section.
2. Here you can see an overveiw of all the tickets you have assigned to customers
A detailed view of all Tickets assigned to tenants.
3. Click "Status" to filter the status of a ticket.
Filter by status of tickets
4. To create a new ticket click "Add Ticket"
Initiate the process to add a new ticket.
5. Here you can see the "Add new ticket" tab.
Choose a penalty fee option.
6. Click here to select one of your created fees.
Select from one of your predetermined fee.
7. Here you will see the maximum amount a customer is eligible to be charged based on the fee you chose.
Here it will display the amount that is eligible to be charged depending on the fee for legal purposes.
8. Click "Select a customer" to select a Tennant to assign the ticket.
Choose a customer from the list.
9. Click the customer you want to assign the ticket to.
Choose your customer.
10. Fill out a description for the ticket for the Tennant to see.
Navigate to the ticket description section.
11. Click "Select a date" to determine the date the customer will be charged for the ticket.
Choose a date for the ticket.
12. Select the date you would like.
Choose the date that you would like.
13. To accept the acknowledgment and finalize the ticket creation click "Create ticket".
Finalize and create the ticket.
14. To see more on a ticket click "View details".
Access detailed information about the ticket.
15. Here you will see more details on a ticket, to edit a ticket click "Edit Ticket".
Please note this only applies to tickets that have the status "Pending"
16. Here you will see the same tab as the creation of a ticket.
Click the selected button
17. If you would like to resolve a ticket click "Resolve Ticket" in the "Ticket Details" tab.
Mark the ticket as resolved.
18. Here select the reason for the ticket resolution.
Indicate that the customer resolved the issue.
19. Click "Save changes" to finalize the resolution process.
Save the changes made to the ticket.
This guide covered the essential steps for managing tickets in the Truckbays application. From creating and editing tickets to resolving issues, you now have a comprehensive understanding of how to effectively handle tickets within the system.