Ticket Review

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Overview :

Ticket Review was created by a HVAC service manager to make processing invoices quick while also give service managers all the information they need about each service call, estimate and install.

  • Invoice each job or service call up completion and improve company cash flow;
  • Easy viewing of all work orders by completed date, technician, department, and stage. Our ticket review module prevents missed billings;
  • Review and approve all work orders for pricing accuracy and additional sales opportunities;
  • Track and review labor efficiency and call profitability on every call;
  • View all worked and travel time on the job;
  • Individual repair classification if needed, for accurate department revenue recognition;
  • Quick viewing of all completed and declined work on each invoice;
  • Price verification;
  • Assigning and verification of commissions;
  • Verify repair warranties and manufactures equipment warranty;
  • Review all technician ticket notes; such as, diagnostic note, invoice note and private technician note;
  • Verify payment information, including:
    • Ticket total amounts;
    • Credit card and e-check information; which allows for viewing and applying of payment;
    • Existing payment information;
    • All signatures;
  • Ability to process third party billing, (AHS, Extended Warranty Companies, Insurance Companies etc.);
  • Batch transfer invoices to QB or transfer single ticket;
  • Review all Purchase Orders associated with the job